Page 152 - Customize-Project-Plan-by-tailoring-Smartsheet

Customize your Project Plan
   
by tailoring Smartsheet

57. Reports

57.1. Reports

Reports are filters alike and rake off certain desired data from several sheets,
several folders, or as well also several workspaces, either, according defined
criteria.

To create a new report, just click on "Create" and then "Report".

More information on the internet:

https://help.smartsheet.com/learning-track/level-1-
foundations/reports

https://www.youtube.com/watch?v=IR9tbyCeXRg

https://community.smartsheet.com/discussion/39946/pulling-a-report-
from-multiple-workspaces/p1

 CASE STUDY

Concerning our Case Study, Susan Green from the Sales department would like to know her open
tasks at a glance. This screenshot shows the current project plan.

© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 152 / 209 pages