Summary Reports

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Summary Reports

I'm trying to create a summary report. When I select the source, the columns that display are all system columns - they're not the columns from the source. Any advice would be greatly appreciated.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Mamie,

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I'm new to Smartsheet, and I'm scratching my head with the same issue. I expected all columns in the source sheet to be available to select in the Summary Report, but only the system defined columns are shown.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    @Ed Allison

    To create a Summary Report, you first need to have Sheet Summary Fields on the sheet(s) being referenced.


    If you are trying to create a report based on row data, you would need to create a Row Report.

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