Smartsheet Report Builder Tutorial - How To Build A Report In Smartsheet
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- Опубліковано 26 сер 2024
- Follow along as I use the Smartsheet Report Builder to build a report in Smartsheet from scratch.
I discuss best practices, things to include, watch out for and how to get your report organized to help you manage your projects more effortlessly.
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Thanks, this was EXACTLY what I needed to build my first Report! Could you do a video that takes a total (summary amount) of the groups? That would be extremely helpful....I got a thumbs up on my first report....thanks to you!
Hi Jo-Ann. So pleased to hear this, and thanks for the kind words. I'll add that to my to-record list! Congrats on your first report!
Terrific video. Great pace and understandable--thanks
Hello Bianca, glad it as and thanks for the kind words. All the best with Smartsheet!
Great, video. You mentioned within the last minute of the video about inputting information into report and won't flow back. However you can set it up. How do I set the flow up back to the sheet? Thanks in adevance.
Hello Ben. I'll need to investigate this since it must be relatively new functionality
What does the Summarize button do?
Thank for these wonderfully explained videos, helps a lot when you are starting off new with Smartsheets. I have a question about the Hierarchy (indents) used in the sheet, can we replicate that on the reports? It really helps to look at the summarized report with the WBS which has been included in the baseline sheet.
Thank you for the kind words. Unfortunately, Smartsheet doesn't support the indenting functionality in reports. This resource may help you differentiate them: community.smartsheet.com/discussion/74415/showing-parent-child-relationships-in-reports
can i add new column?
Hi , Can i add multiple columns of predecessors in the same project sheet?
Hello Chirag. Good question. In all honesty, I've never tried it! I don't know whether this would work so perhaps give it a try? Generally though, you should only need one predecessor column. May I ask why you need more than one?
@@ProperProjectManagement I want predecessors for planned start and end dates. and same i want for actual start and end date.
@@chiragsharma4606 In that situation I don't know if it is possible through the project settings. This is a good resource which explains a potential workaround: community.smartsheet.com/discussion/7512/multiple-predecessors
How do you get rid of the primary column?
Hello Simi, you cannot delete the primary column in Smartsheet.
I use a GOV level smartsheet. When I right click, I am not given an option of "report". I get export to excel, export to PDF, Export to google Sheets, download workspace... nothing about report. Any ideas?
Did you consult Bing AI or Bard AI for a solution to this ?
Do you have a Smartsheet license or are you set up as a free collaborator? Perhaps ask your system admin/Smartsheet support.