Smartsheet Reports

Smartsheet Reports | 45 mins

Learn to build and customise Smartsheet reports for clear, useful data views.

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1. About this course
1. Distinguishing Between Sheets and Reports
2. Quick Check: Sheet vs. Report
1. Introduction + Prerequisites
2. Method #1: Duplicate an existing report and modify filters
3. Method #2: Create a report from scratch (7 mins)
4. Quick Check: Creating A Report
1. 4 Different types of views
2. Quick Check: Smartsheet Views
1. Introduction
2. Columns
3. Quick Check: Column
4. Filter
5. Quick Check: Filter
6. Group
7. Quick Check: Group
8. Summary
9. Quick Check: Summary
10. Sort
11. Quick Check: Sort
1. How can I share the report I created with my teammates?
2. Quick Check: Sharing Reports
1. Summary: Entire Process in a Flowchart
2. Best Practices
3. Mantra
1. Task 1: Duplicate an existing report and modify filters
2. Task 2: Create a report from scratch
1. How can I share reports with my teammates individually?
2. How to print a report?
3. How can I let people outside my business view the live report without creating a Smartsheet login?
4. How to export the data to an excel / pdf format?
5. How can I set an automation to send an email with data in a report as excel / pdf format at a particular frequency?
6. How to find ONLY the recent additions / changes?
7. How can I see who has viewed / edited this report?
8. Will changing column names in sheets affect the reports fetching data from them?
9. Can you explain more about various filter criteria?