One to Many Report

Chuck Davis at Bates

I have created two smartsheets

1.      KeyHolderList

2.      KeysIssuedList

The KeyHolderList contains the following columns:

·        EmployeeID (primary)

·        FirstName

·        LastName

The KeysIssuedList contains the following columns:

·        EmployeeID (primary)

·        KeyName

·        DateIssued

·        DateReturned

The KeyHolderList will only ever have just one row per employee.

The KeysIssuedList will potentially have numerous rows per employee.

The data from the two sheets are intended to be tied together through the primary field (EmployeeID)

I’d like to be able to run a report that displays a list all of the employees from the KeyHolderList along with the detail data from the KeysIssuedList. 

Is this possible in Smartsheet? 

Thanks in advance for any help you can give me.

Genevieve P.

Hi @Chuck Davis at Bates

Yes, this is definitely possible! You would just select both sheets in the Report Criteria and then Sort the report by the Employee ID & then by the Sheet Name to have the data appear next to each other.

I would also suggest adding Formatting to the KeyHoldersList sheet as formatting pulls through to a Report, and the coloured cells could look like headers in the Report, like so:

Here's an article on Reports from our Help Center: https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Let me know if this would work for you, or if you have any further questions!

Cheers,

Genevieve

Genevieve P.

Hi @Chuck Davis at Bates

Yes, this is definitely possible! You would just select both sheets in the Report Criteria and then Sort the report by the Employee ID & then by the Sheet Name to have the data appear next to each other.

I would also suggest adding Formatting to the KeyHoldersList sheet as formatting pulls through to a Report, and the coloured cells could look like headers in the Report, like so:

Here's an article on Reports from our Help Center: https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Let me know if this would work for you, or if you have any further questions!

Cheers,

Genevieve

Chuck Davis at Bates

Thanks Genevieve,

That was just what I was looking for.

I really appreciate you taking the time to provide the screen shots etc. It was really easy to build and run the report.

Genevieve P.

No problem! Glad it worked for you, and that it was easy to build 😊