Sheet Summary Reports

Sheet Summary Reports

Aggregate the summary fields you need across multiple sheets for a portfolio level view of your projects

About this course

In this course, you will learn about Sheet Summary. By the end of this lesson, you will be able to:

  • Recognize benefits of using sheet summary reports
  • Determine what user permissions are needed for sheet summary reports
  • Identify what needs to be done before building a sheet summary report
  • Recall the steps to building a sheet summary report
  • Build sheet summary report on your own

The learner assumptions for this course are:

  • Learners have an understanding how to build sheet summaries in Smartsheet

This course has two lessons and a short survey. Each lesson varies in length:

  • Interactive Lesson: ~8 Minutes
  • Hands-on Activity PDF Lesson: Complete at your own pace

Curriculum

  • Introduction - Sheet Summary Report
  • Lesson - Sheet Summary Report
  • Activity - Sheet Summary Report
  • Course Evaluation

About this course

In this course, you will learn about Sheet Summary. By the end of this lesson, you will be able to:

  • Recognize benefits of using sheet summary reports
  • Determine what user permissions are needed for sheet summary reports
  • Identify what needs to be done before building a sheet summary report
  • Recall the steps to building a sheet summary report
  • Build sheet summary report on your own

The learner assumptions for this course are:

  • Learners have an understanding how to build sheet summaries in Smartsheet

This course has two lessons and a short survey. Each lesson varies in length:

  • Interactive Lesson: ~8 Minutes
  • Hands-on Activity PDF Lesson: Complete at your own pace

Curriculum

  • Introduction - Sheet Summary Report
  • Lesson - Sheet Summary Report
  • Activity - Sheet Summary Report
  • Course Evaluation