Enjoying the preview?
This is the free first lesson. Get full access — request a demo or sign in.
Smartsheet Advanced: Reporting and Sheet Summaries
Explore how to use sheet summary reportsPreview the first lesson free — get full access to all 3 lessons.
Advanced Provider : Nick Allgauer 3 Lessons · 11m in English
Course Description
In these lessons on Reporting and Sheet Summaries, you will learn how to use these essential features of Smartsheet. We will explore row reports, sheet summary fields, and sheet summary reports. Throughout these lessons, you will learn how to utilize advanced features that will enable you to work more efficiently.
You will learn how to provide further context on your sheet data without adding a clutter of columns. Sheet summary fields are a great solution for providing summarizations, instructions, key metrics, and more. At a portfolio level, summary reports can be used to collate high-level context across projects in one place. Similarly, row reports can capture columns from one or many sheets to compile data and share what matters most with your project team. These skills are essential for any successful project management professional to have on hand. You will gain the ability to apply these skills in a wide range of real-world use cases.
What You'll Learn
- Explore the importance of summary fields and how they provide context on sheet data without adding column clutter
- Create a row report that captures columns from one or many sheets to compile and share key project data
- Create a sheet summary field to provide summarizations, instructions, and key metrics
- Describe the benefits of summary reports for collating high-level context across projects at a portfolio level
- Apply best practices for report building in Smartsheet
- Use Critical Path and Summary Path features within Smartsheet reporting
Key Takeaways
- Reporting and Sheet Summaries are essential Smartsheet features for working more efficiently with sheet data.
- Sheet summary fields provide summarizations, instructions, key metrics, and more without adding a clutter of columns.
- At a portfolio level, summary reports collate high-level context across projects in one place.
- Row reports can capture columns from one or many sheets to compile data and share what matters most with a project team.
- These reporting skills are essential for any successful project management professional and apply to a wide range of real-world use cases.
Frequently Asked Questions
Who is this Smartsheet course for?
It is aimed at project management professionals, as these reporting and sheet summary skills are described as essential for any successful project management professional to have on hand.
What does this course cover?
It covers row reports, sheet summary fields, and sheet summary reports, including how to create a sheet summary field, create a report, and work with Critical Path and Summary Path.
What skills will I gain from this course?
You will gain the ability to use advanced Smartsheet reporting features and apply them to a wide range of real-world use cases, including report design and working with formative and summative assessments.
What are the learning objectives?
To explore the importance of summary fields, explain how to create a row report, describe the benefits of summary reports, and understand best practices for report building.
How do sheet summary fields help with cluttered sheets?
They let you provide further context on your sheet data, including summarizations, instructions, and key metrics, without adding a clutter of columns.
