SHEET SUMMARY REPORT - "columns to display" not showing up

Vickie Lim

I followed the video https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary-reports as was trying to create a simple SHEET SUMMARY REPORT.  I've created 3 sheets under folder "Sample Q3 Priorities" folder, when it's time to select the "columns to display" (ie. task name, % completed, status, etc are not showing up), the column names are not showing up.

Each sheet template are identical. (Please see attached for the screenshot reference). 

Any idea why?

Andrée Starå

Hi @Vickie Lim

There are two types of reports.

The one you've selected (Sheet Summary Report) shows the Fields/Cells added to the Sheet Summary section.

The other one is called a Row Report, which shows the columns in the sheet.

Make sense?

More information:

There are two types of reports available: Row Reports and Sheet Summary Reports:

• Row Reports allow you to aggregate row information from multiple sheets. For example, if you want to see all tasks that are assigned to you, that are labeled as high priority, and that are not complete, and if you want to see those tasks from multiple sheets, you can do that with a row report.
• Sheet Summary Reports let you display summary data from multiple sheets. Sheet summary reports are a great way to get a high-level overview on multiple projects, or to highlight portfolio-level stats in a dashboard. See Create a Portfolio View With a Sheet Summary Report for more on building a sheet summary report.

https://help.smartsheet.com/articles/522214-creating-reports

https://help.smartsheet.com/articles/2479206

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Vickie Lim

Here's a sample of one of my sheets. Not sure why it's not displaying the available columns :(. Help.

Andrée Starå

Hi @Vickie Lim

There are two types of reports.

The one you've selected (Sheet Summary Report) shows the Fields/Cells added to the Sheet Summary section.

The other one is called a Row Report, which shows the columns in the sheet.

Make sense?

More information:

There are two types of reports available: Row Reports and Sheet Summary Reports:

• Row Reports allow you to aggregate row information from multiple sheets. For example, if you want to see all tasks that are assigned to you, that are labeled as high priority, and that are not complete, and if you want to see those tasks from multiple sheets, you can do that with a row report.
• Sheet Summary Reports let you display summary data from multiple sheets. Sheet summary reports are a great way to get a high-level overview on multiple projects, or to highlight portfolio-level stats in a dashboard. See Create a Portfolio View With a Sheet Summary Report for more on building a sheet summary report.

https://help.smartsheet.com/articles/522214-creating-reports

https://help.smartsheet.com/articles/2479206

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Vickie Lim

Oh I see, thank you so much!!!

Andrée Starå

@Vickie Lim

Excellent!

You're more than welcome!