Summary Report not displaying additional columns

Tamara Diver

I'm trying to create Summary Reports but only ever receive the created date/name, modified date/name and sheet name columns to select from to add to the report. I've tried saving and going back in but no luck. The sheets I'm selecting all have the same column names as they were duplicated with the save as new function.

Does anyone know how to resolve this? It's very frustrating and makes the summary reports pretty useless!

Purnima Gore

Hi

You probably have, but have you created the formulas as summary fields?

Hope that helps.

ATB

Purnima

Andrée Starå

Hi @Tamara Diver

To add to Purnimas excellent advice.

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

With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify.

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

Aggregate your summary data across multiple sheets using sheet summary reports to create a portfolio-level view.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Tamara Diver

I understand how the reports are supposed to work, what I don't understand is that why when all my columns are named the same between the reports I have selected, why I see no columns to display? I have selected 12 sheets, all the same sheet but utilised for entering data by 12 different staff members. However, when I look to create a summary report from these 12 sheets I don't get the option to selected the columns to display after selecting all the reports to collect data from?

Genevieve P.

Hi @Tamara Diver

It sounds like @Andrée Starå 's comment is what may be happening in this instance.

The "Sheet Summary" is a type of field in your sheet that you can open up as a tab on the right, as Cierr showed in the screen captures above.The image you have posted is called a Sheet Summary Report because it will only look at your System Columns along with any of those specific Sheet Summary fields.

If you are talking about columns within the grid of your sheet then you will want to create a Row Report instead.

Please see the links that Andrée posted for more information!

Andrée Starå

@Tamara Diver

I saw that Genevieve answered already!

Let me know if I can help with anything else!

Best, 

Andrée 

Angelina Marty

Ok - So I follow the logic above. I am working on (and maybe driving myself crazy on this) certification the item that asks me to create a At Risk Report. The activity is: Make the report reference the "Monthly Tracking Sheet" and should display requests with Status values of Red or Yellow with Delivery Dates in the next 3 days.

I got as far as below, but then when I run the report, it says no rows found (when I know there is ONE item on the report that fit the criteria - see below ). Help! I have no idea what I am doing wrong.

Angelina Marty

Oh wait. I think I figured it out. Nevermind!

Genevieve P.

Glad to hear you figured it out! Let us know if you need any more help. 😊