# How to Create a Report in Smartsheet

> To create a report in Smartsheet, click Settings in the left-side panel, select Report under Start From Scratch, pick the report type, choose source sheets, select fields, set and apply conditions, enter a unique report name, and customize your report using the top menu bar.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-report-in-smartsheet/
Apps: Smartsheet
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37fcab56e05a00fddb1d/preview?step=1

## Steps

1. On Smartsheet's main dashboard, head over to the left-side panel and click 'Settings'.
2. After that, scroll down to the Start From Scratch section and pick 'Report'.
3. Tap the specific type of report you want to generate.
4. Following that, tick the checkbox beside the sheets you want to use as the source of data and then tap 'Next'.
5. Likewise, tick the checkbox beside the fields you want to use and then tap 'Next'.
6. Set the condition you want to implement by simply selecting a specific item from the given menus.
7. Once done, tap 'Apply' to enable the condition and generate a report from it.
8. Come up with a unique report name, then enter it into the provided input field.
9. Subsequently, head over to the top menu bar and use the available options to customize your report.
10. After completing these steps, your Smartsheet report will be created and added to your account.