Master Project Sheet vs Master Project Report

Faith Glass-Wilson

We are looking at implementing either a very large (roughly 160 columns) master project sheet or a master project report. If we go with the master project sheet, teams would work off reports to update their respective data. If we go with the master report, I would aggregate specific data from each team sheet. The end goal is to have one document that is the primary reference. Any pros and cons I should be aware of?

Shaine Greenwood

Hi Faith,

 

This is a great way for people to see and update only the information they need to focus on, but there are a few differences in reports vs sheets to consider.

 

Check out our Help Center article on reporting for details on the functionality: https://help.smartsheet.com/articles/522214-creating-reports

 

Reports aren't sheets, they find and display sheet data—off the top of my head, I can think of a few important things:

-You must share the source sheet with all collaborators for them to see the data they need in their report.

-Reports don't display hierarchy and may display rows out of order vs how they appear in the sheet.

-Certain cells (cells with formulas in them, certain dependency cells) can't be edited from reports. Check out the above referenced article for more information on this.