Reporting

Discussion List

  • Dashboard chart from a report
    In Using Smartsheet
    I have a report which collects data from multiple sheets - this includes project health using RYG status. I would like to add a pie chart to reflect project health on the dashboard using the collected data on the report and it's giving me…
    Accepted
    34 4
    Answered ✓ 34 views 4 comments Most recent by Ketch Pablo Using Smartsheet
  • How to create a report that summarizes various dates as monthly totals?
    In Using Smartsheet
    I have a Project Tracker sheet where we keep track of all our projects, their status, if it's been invoiced, and the date of the invoice. In Excel and Google Sheets, we can easily create PivotTables to summarize all the dates of the projec…
    Answered - Pending Review
    12 3
    Answered - Pending Review 12 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Column Descriptions
    In Using Smartsheet
    How do I get the column Description to flow from a Table to a report?
    315 2
    315 views 2 comments Most recent by Olli Matikainen Using Smartsheet
  • Grouping Reports
    In Using Smartsheet
    Hi, I have two sheets I'm putting into a report. They have different primary columns. I wanted to group by the first sheet's primary column and pull in additional information for the second sheet that has been matching and no matching colu…
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Best Way of Being Able to Display Data Using a Current Sheet, Archive Sheet and Summary Reports
    In Using Smartsheet
    Hello, I'm assisting some colleagues with a solution that helps track music session bookings. There are a number of summary reports set up, which the metrics are then displayed on a dashboard. It's been set up for exactly a year, but the…
    Accepted
    17 1
    Answered ✓ 17 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • How to build Charts from Reports
    In Using Smartsheet
    I am curious if anyone is aware of any documentation on building charts from reports. I am actively learning as I go, but I notice that sometimes a report format works for building a chart and other times I get an error that the data canno…
    Answered - Pending Review
    14 3
    Answered - Pending Review 14 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Formula Needed For Combining Rows with Exact Values in Separate Sheet
    In Formulas and Functions
    Hello Smartsheet Community, I have a compliance tracker sheet that captures employee's HIPAA and FEMA certifications. I have been tasked with creating a dynamic view for their immediate supervisors. I have two separate views for FEMA and …
    Answered - Pending Review
    31 2
    Answered - Pending Review 31 views 2 comments Most recent by AlanBal Formulas and Functions
  • Is there a way to crate a custom sort order on reports?
    In Using Smartsheet
    I have a report that includes a "Priority" column (single select - Critical, High, Medium, or Low). When I use the sorting function in the sheet, I think it sorts in the order of the list that I typed in the column properties. H…
    Answered - Pending Review
    36 3
    Answered - Pending Review 36 views 3 comments Most recent by N.A. Morrow Using Smartsheet
  • Moving value labels on stacked graph
    In Using Smartsheet
    Is there any way to change the location of the labels on a stacked graph? They appear to the right of the bar and with multiple items in the stack, it is misleading as to what the label represents. See below - the 4th item down in grey r…
    Answered - Pending Review
    48 1
    Answered - Pending Review 48 views 1 comment Most recent by Genevieve P. Using Smartsheet