Can I pull out a metric from a REPORT?

Adriana Herrera · 01/11/21

Anyone? :)

Thanks in advance!

Andrée Starå · 01/11/21

Unfortunately, it's not possible at the moment to use reports for metrics, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

There might be a possible workaround.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Sameer Karkhanis · 01/11/21

As far as I understand, you can only reference a sheet and not a report in formula so short answer would be no. Having said that, you can now use the group by and summarizations features in the report itself if that helps (Note these capabilities have been very recently introduced in Reports)

Summarize Content to Extract Key Information with Report Builder | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder

With Summaries, you can quickly extract key information from your report in just a few clicks, using functions to calculate totals for the whole re

Configure Grouping to Organize Results in Report Builder | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder

With Grouping, you can combine similar values into groups, so rows can be organized into logical categories or classifications.

Andrée Starå · 01/11/21

Hi @Adriana Herrera

Unfortunately, it's not possible at the moment to use reports for metrics, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

There might be a possible workaround.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Smartsheet Basics

Smartsheet Basics

Can I pull out a metric from a REPORT?

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Summarize Content to Extract Key Information with Report Builder | Smartsheet Learning Center

Configure Grouping to Organize Results in Report Builder | Smartsheet Learning Center

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