Report to give a high level summary of all the projects

Dicko

Hi i want to produce high level reporting to Executives. I currently have portfolios and dashboards that display the status and detail of numerous projects. I would like to take this detail and use for my report. I note that templates are available https://www.smartsheet.com/content/project-report-templates , these are in word and excel which are no good to me in sheets.

Do you recommend a dashboard to create the report 

Andrée Starå

Hi Dicko,

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, andree@getdone.se)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Dicko

Hi Andree I have project Managers imputing updates to Projects via Smartsheet updates into a portfolio. This then is seen on a dashboard, which is fine and works well. I now need to produce a report to give a high level summary of all the projects to high level managers. two example report sheets are seen (one page a4 size)

this will take info from the portfolio-

Andrée Starå

@Dicko

Excuse my late response.

Did you get it working or do you still need help?

If yes, how many different fields can there be the reports? If it's less than 400 we could make it work with Google Docs.

What do you think? Would that work?