Summary Data for a report


I have two sheets that have a lot of data on them, and I am using a Summary report to find out the % of task done on one of those sheets.

How can I then pull the data from both of them into one report to see all the data I need to see?


One sheet has client name, contact information etc... The other sheet has client name, and % of task complete.

I want to create a report that says

Client Name, Contact, % done


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Bryan Long

    I hope you're well and safe!

    If you need the information on the same row, you'd need to combine the sheets with cross-sheet formulas together in a so-called helper sheet. You'd then report from that new sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!