How to Create a Report in Smartsheet
- George Apostolov
How to Create a Report in Smartsheet: step-by-step guide
On Smartsheet's main dashboard, head over to the left-side panel and click 'Settings'.
After that, scroll down to the Start From Scratch section and pick 'Report'.
Tap the specific type of report you want to generate.
Following that, tick the checkbox beside the sheets you want to use as the source of data and then tap 'Next'.
Likewise, tick the checkbox beside the fields you want to use and then tap 'Next'.
Set the condition you want to implement by simply selecting a specific item from the given menus.
Once done, tap 'Apply' to enable the condition and generate a report from it.
Come up with a unique report name, then enter it into the provided input field.
Subsequently, head over to the top menu bar and use the available options to customize your report.
After completing these steps, your Smartsheet report will be created and added to your account.
Quick answer: 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.
About this Smartsheet tutorial
Generate custom reports in Smartsheet by selecting data sources, applying conditions, naming your report, and customizing the layout. This guide shows how to create a Report in Smartsheet in 10 steps, starting with "On Smartsheet's main dashboard, head over to the left-side panel and click 'Settings'" and finishing with "After completing these steps, your Smartsheet report will be created and added to your...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Report in Smartsheet?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet. Related guides: How to Create an Intake Form in Smartsheet, How to Do a VLOOKUP in Smartsheet and How to Export Smartsheet Projects to Excel. Last reviewed 05 Oct 2026.
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