Can I create a sheet from a report

Lisa_Doris

I have a Budget report which I exported from Quickbooks to Excel and finally into Smartsheets. I need to generate a report or sheet which only captures certain items included in this PL and which then also calculates the total value of those items I choose. This is a report or sheet I want to generate quickly and easily for each project I am working on. I was able to easily create the report with the criteria I want, however I am stuck on how to add or include a row which sums the totals. Any Suggestions on how to accomplish this?

Below is the report I generated from the master report:

Andrée Starå

Hi @Lisa_Doris

As a possible workaround, you could export the report to Excel and calculate further there.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Lisa_Doris

Thanks,

I think I will just copy the report data into a new sheet, that would work. I was hoping for a 1 step process. :)

Andrée Starå

@Lisa_Doris

Happy to help!

How many sheets are feeding the report?

Lisa_Doris

Just one sheet

Andrée Starå

@Lisa_Doris

Ok.

I'd recommend adding a checkbox column or similar and then a formula that would sum the values for the rows you select.

Would that work/help?