Descriptions for Reports

S.Karkhoff · 06/14/22

I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.

urmila.kukreja · 08/09/22

hi! - thanks for submitting this request! When you share a report, you can add a helpful message in the share dialog. When you share, this message is included in the share email. I am very interested in hearing where you would like to see this description for reports. I will be grateful if you can set time for us to chat using this link: -https://calendly.com/urmila-kukreja/30min

Cleversheet · 10/17/22

I’m thinking the top left corner, at the row/column nexus, a user could click an icon there to learn about the report—any applicable back story or instructions, etc.

SJ Sellers · 06/06/23

I 100% agree.

Similar to the "Column Descriptions" in Sheets, it would be extremely helpful to have "Sheet Descriptions" and "Report Descriptions".

It seems there is a recognition that users would want the ability to explain important information about a column. But before a user can understand the column, they need to understand the context of the SHEET or REPORT they are working in. There is currently no way to communicate that information.

What is this column used for? Click on the Tool Tip and find out!

What is this Sheet/Report used for? NO CLUE!

TaxDirect · 08/03/23

Ability to describe and explain purpose of a report.

Ability to attach instructions on how to use report.

Salèha El D. · 10/21/23

100% agree with this!

I run a lot of reports, some of them I share with suppliers and although I do add additional information before sharing - it would help enhance the report, if an option was available to add '' some text''.

subject to changes
confidential
short description / instruction
....

Kyle Chipman · 02/29/24

In full agreement; even something as simple as selecting a "dominant" sheet within the Report Builder flow that's used for Column Description reference.

There have been a number of these threads created. Consolidating links for in case others want to boost Enhancement Request votes:

ENHANCEMENT REQUSTS

Adding Column Descriptions to Reports

Descriptions for Reports

Include column description in Report

DISCUSSIONS

column description on sheet does not show on report

Can a column description show in a report or is there a way to to this at all please??

Column descriptions for Reports