Use Sheet Summary in a Report?

jb@59069

Is there any way to utilize a Sheet Summary in a Report? Any other way to use a Sheet Summary for reporting the data to another sheet?

Ideally, it would be great to use the Sheet Summary data from multiple sheets into another sheet, then generate a single report in order to summarize a mass of data into a small, concise report.

Genevieve P.

Hi @jb@59069

Yes! You can create a "Sheet Summary Report" which will look across multiple sheets and pull data specifically from the Sheet Summary fields into one Report. See this article, here: Create a Portfolio View with a Sheet Summary Report

Is this what you were looking to do? Let me know if you'd like to see some screen captures of how I've set up one of these reports before.

Cheers,

Genevieve

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Genevieve P.

Good morning!

Sounds good - let me know if you have any questions when you try it out. 🙂