Running a report with multiple sheets, columns not populating

Lori Moore

Hello,

I am attempting to run a report with multiple sheets and/or a workspace (I have tried it both ways) the criteria seems to work fine but when I attempt to show a column from one of the other worksheets it does not populate. Any suggestions??

Andrée Starå

Hi Lori,

First make sure that you’ve selected the right Report option.

There are two types of reports.

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

Did that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Lori Moore

Yes, using a row report. Thanks.

Andrée Starå

@Lori Moore

Ok. Happy to help!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Lori Moore

andree@getdone.se

It's pretty basic, we have a work space with multiple folders/worksheets. The report criteria is below:

When adding a particular column to the report, the column is blank. The rows exist but the cells in the column are blank.

Not sure if this is enough data, just trying not to share confidential info.

Thanks for the help!

Lori

Andrée Starå

@Lori Moore

Do the other columns get populated in the report?

In the report, you only want to show rows that Exclude isn't checked AND Mute Expiration Date is a date? Correct?

Are those columns available on all sheets that you want to include?

Lori Moore

Yes the other columns get populated in the report.

You are correct, only want to show rows the "Exclude" isn't checked and "Mute Expiration Date" is a date (i.e. it's populated.)

No, the columns are not available on all the sheets do they need to be? Doesn't that defeat the purpose of using multiple sheets. Obviously I am VERY new with cross sheet functionality.

Lori Moore

andree@getdone.se

Yes the other columns get populated in the report.

You are correct, only want to show rows the "Exclude" isn't checked and "Mute Expiration Date" is a date (i.e. it's populated.)

No, the columns are not available on all the sheets do they need to be? Doesn't that defeat the purpose of using multiple sheets. Obviously I am VERY new with cross sheet functionality.

Andrée Starå

@Lori Moore

No, they don't have to be on all sheets. Have you checked the columns, so they are correct? If you change column type/name or similar, they need to be added to the report again.

Click on the Columns button in the Report Builder to make sure that they are correct.

Did everything look ok?

Lori Moore

Yes, but when I did that, I realized that a column with the same name exists on 2 sheets. Does that make a difference?

Lori Moore

andree@getdone.se

Yes, but when I did that, I realized that a column with the same name exists on 2 sheets. Does that make a difference?

Andrée Starå

@Lori Moore

No, that is usually the way you'd use it. Reporting on columns available in all sheets.

Make sense?