Sheet summary report

Akshay T

Hello,

I'm unable to view/select the columns of my grid data to create a quick summary report. I can only see the system columns even after selecting the source sheet. Also tried to verify this by creating some sample test grid data, but still, the columns are not visible. Can anyone assist with this?

Thanks in advance!

Andrée Starå

Hi Akshay,

There are two different report types, and the one you’re trying to create is called Sheet Summary Report, and it looks at the columns/fields added to the Sheet Summary Section. They need to be available there to available to select.

More info:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary

Make sense?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Jeff Casto

Hello @Andrée Starå ! Here's a simple follow up question...

On the sheets I built from scratch, I cannot access the Sheet Summary section - screenshot here shows what appears when I click on the sheet summary.

For sheets that come from a template set, the sheet summary section is available.

Can I get it for the sheets I created from scratch?

Thank you for any help!!!

Genevieve P.

Hi @Jeff Casto

That's it! 🙂

Click on "+ New Field" to start creating in the Summary section. The video there is a prompt to show you how to use it since there are no fields at the moment.

Jeff Casto

@Genevieve P. ...NO!!!!!!!!!

This is totally awkward! I was clicking all over that screen. Obviously staying clear of the bottom third with the big blue box that said "+New Field". You saved me from thinking I'm crazy and confirmed I give up too quickly sometimes.

Thank you again for your time!!! Ugh!

Genevieve P.

Haha no problem at all! That's why the Community is here to help 😎