Easy Tech TutsHow To Use Reports In Smartsheet Easily 2026
By Impran M N
A Smartsheet Report pulls rows from multiple sheets into a single, filterable view, which is far more useful than checking each sheet separately. This guide covers creating a report, filtering it down to what matters, and sharing it as a live dashboard.
01Understand reports vs. sheets
A report is a dynamic view that aggregates data from multiple sheets, unlike a standard static sheet grid.
02Create a new report
Select your target source sheets or entire folders to pull data from.
03Choose your columns
Use the Report Builder to select exactly which columns to display and map across different tracking layouts.
04Set filter criteria
Configure filters to surface specific data, such as tasks marked In Progress or assigned to a specific person.
05Sort, group, and share
Apply multi-tier sorting and grouping, then publish the report or embed it in a dashboard to keep your team aligned.
Frequently asked questions
How is a report different from a regular sheet?
A report pulls and aggregates rows from multiple source sheets or folders into one filterable view, rather than being its own static grid.
Can I edit data directly from a report?
Yes, reports support live bi-directional syncing, so editing a row in the report updates the original sheet.
Can I filter a report to show only overdue tasks?
Yes, advanced filter criteria let you surface only specific data, like tasks that are overdue or assigned to a particular owner.
Can I share a report with people who don't use Smartsheet daily?
Yes, you can publish the live report or embed it into an executive dashboard for easy viewing.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
