Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Smartsheet Reporting

Ken F.
Ken F. ✭
edited 12/09/19 in Archived 2017 Posts

Hey all -

I am attempting to build individual reports for users in our account. I am having a bit of an issue setting up the parameters of the report as I'm not too sure how to build it out.

Is reporting only pulled from the column sections? If so, if I needed to pull reporting for an item on a row, how exactly could I achieve that?

Any guidance at all would be greatly appreciated!

 

 

Tags:
· Share on FacebookShare on Twitter

Comments

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    Hi Ken, 

    Reports will pull rows from your sheet(s) based on the column criteria you set. If you set a "who" criteria and specify a specific user column, and a specific user, say John Doe, then you would get every row that is assigned to John Doe. If you specify a When or What, then only those rows that match that criteria will appear in your report. Does that make sense? 

    Here are some links regarding creating reports.

    · Share on FacebookShare on Twitter
  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Ken

    think about the data rows you want to see in the report and make sure you ad a "Data Trigger" to that row. it could be a date, a person, a checkbox a status etc or a combination of all of those. 

    Add only the columns to your report that you want see and potentially edit, eg edit the status from "In progress" to "Complete". 

    Bear in mind the same report can filter by the person logging in, so that person only sees work allocated to that person. 

    Reports can pull from as many sheets as you wish into one report but be careful to use Uniform column names. 

    Hope that helps? 

    RichardR

    · Share on FacebookShare on Twitter
  • Ken F.
    Ken F. ✭

    Hi Mike,

    Thank you for the response and for the helpful links. I've reviewed both of them and discovered a solution for my issue.

    Thanks,

     

    Ken

     

    · Share on FacebookShare on Twitter
This discussion has been closed.

Categories