Creating a "form" or summary page....

Julie Fleming

This is an example of what we currently have in Excel. I am trying to recreate it using SmartSheets. Is there anyway to layout a summary report like this? I have all the data in the Sheets, but leaders want a summary snapshot like this.

TIA!

Andrée Starå

Hi @Julie Fleming

There are a couple of options.

• Format a sheet to look similar to the Excel
• Format a sheet or Sheet Summary to include all the information as the Excel
• Use a 3rd party integration/service and the same layout and then get the data over to Smartsheet

What do you think?

Which option would be your preferred one?

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!

Andrée Starå

Hi @Julie Fleming

There are a couple of options.

• Format a sheet to look similar to the Excel
• Format a sheet or Sheet Summary to include all the information as the Excel
• Use a 3rd party integration/service and the same layout and then get the data over to Smartsheet

What do you think?

Which option would be your preferred one?

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!

Julie Fleming

thank you! I will continue to dig and try to figure it out.

Andrée Starå

@Julie Fleming

Excellent!

You're more than welcome!

✅Remember! 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!