How to create a report that sorts by individual and indicates their tasks.

sgoillandeau

Good Afternoon

I'm looking for a way to build a report that sorts by individual and indicates their tasks.

I thought Smartsheet had a workflow report that could do that. Like Automation? If so, can someone please walk me through the process. Thanks in advance.

Sebastien G

Genevieve P.

Hi @sgoillandeau

Here's how you can build a Report that is GROUPED by the person in the Assigned To column and shows their tasks below.

First, create a Row Report.

• see: Build a Row Report with Report Builder

Then select the sheet(s) that have all the tasks listed.

• see: Select Source Sheets for Report Builder

Add the columns you want to show in the Report (ex. Task Name, Assigned To, Due Date, etc).

• see: Select Columns to Display for Report Builder

Now that you've pulled together a Report that looks similar to your sheet, you can use the GROUP function to gather together the rows per-person.

• see: Configure Grouping to Organize Results in Report Builder

Here's a webinar that goes through Grouping and Summary in Reports: Redesigned Reports with Grouping and Summary Functions

Let me know if this is what you were looking to do! If not, it would be helpful to see a screen capture of your source, underlying sheet with all the tasks (but please block out sensitive data), and a detailed description of how you want it to appear.

Cheers,

Genevieve