Need a report that summarizes clients assigned to staff

I have a very basic Smart Sheet:

Staff Member (Contact List)

Client name (Text Column)

Age (Date)

Birthday (Date)

There are a few other columns, but they are not relevant to my question. I need to be able to run a report that summarizes the number of clients assigned to each Staff Member. I don't need to know anything about the client, just a summary by Staff member. Literally...

Staff member A = 5

Staff member B = 10

But I can't figure out where to find the formulas when building a Report???

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Accepted answers

Jon Baier

Reports don't have any functionality for formulas, etc. They are just a view only summary of the data. If you want to do calculations, you need to do it in the sheet - either in a cell, or in the sheet Summary (which is this little button on the right hand side of the sheet )

I would use the sheet Summary and then create the report to look at the summary. Click the Summary button and add a new field for each Staff Member with the following formula:

=COUNTIF([Client name]:[Client name], "Bob")

where "Bob" is replaced with the name of the person.

Then when you create the report, select Summary Report and point it at the sheet. It will look at the Summary data instead of all the data in the cells.

I used the above to count the number of projects assigned to each PM on my team.

StephanieR

Bob,

Thank you. Very helpful, and it will get the job done!

All comments

Jon Baier

I would use the sheet Summary and then create the report to look at the summary. Click the Summary button and add a new field for each Staff Member with the following formula:

=COUNTIF([Client name]:[Client name], "Bob")

where "Bob" is replaced with the name of the person.

Then when you create the report, select Summary Report and point it at the sheet. It will look at the Summary data instead of all the data in the cells.

I used the above to count the number of projects assigned to each PM on my team.

StephanieR

Bob,

Thank you. Very helpful, and it will get the job done!

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