Attempting to add a column to report that is under Summary task

Shawn Borror

I have a sheet of active projects.

I am trying to create a report filter on the Status column.

However Status does not show up as a column either in row report or summary report. The first task is a summary task and all other tasks below are children.

Andrée Starå

Hi Shawn,

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

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Shawn Borror

Yes -

The process is that active projects are on a sheet (the one in the screen shot) and are summary tasks as I am wanting to include budget information on the total of projects. What I want to do is then create a report on the number of projects with a status of hold. When I try to create either a row summary or sheet summary report - status is not something I can filter on - it is not even a column that shows up....

2020_01_16_09_44_44_1_Active_Portfolio_Rollups_Smartsheet.jpg

Paul Newcome

I don't see a column called "Status" in your screenshot. Is it possible that the collumn is called something other than "Status"?

Shawn Borror

Yes, I believe there is a column the summary task is UNK but that column is status

Paul Newcome

My apologies. I see it now. What type of column is it?

Andrée Starå

@Shawn Borror Can you share a screenshot of the columns available in the builder(s)?

Shawn Borror

Sorry all I thought the previous comment included the pic (it does for me)

Paul Newcome

@Shawn Borror Are you able to provide a screenshot of the available options in the "What" portion of the Report Builder itself?

Shawn Borror

Ok folks - after a new day I figured out what/how to capture the information I needed. Thank you! Appreciate you all responding so quickly - one of my favorite things about this community!

Andrée Starå

@Shawn Borror

Glad you solved it! If you'd like, you can share the solution so others looking for a similar solution can find it.

Also, ✅Please help the Community by marking the post that helped answer your question or solve your problem with the accepted answer. It will make it easier for others to find a solution or help to answer!

Paul Newcome

Happy to help! 👍️

Please don't forget to share your solution then mark it as "helpful" so that it moves to the top and lets other experiencing a similar issue know that a possible solution is here.