Introduction to Reports

Reports let you collect and aggregate data from multiple worksheets or workbooks to create a combined view of data from different sources.

Reports let you aggregate, view, sort, and analyze data across multiple worksheets – even those kept in different workbooks and folders. By creating reports, you can choose to focus on specific parts of different worksheets and workbooks.

Reports help you collect data from multiple places across Let’s say there are three different departments – Marketing, Finance, and Operations – in your organization, each with their own workbooks for tracking contacts and key personnel. With reports, you can collect all of this information in a single location without having to merge workbooks. Each department can maintain their own records, but all of the relevant data can be viewed within a single report.

What is a Report?

A report is a type of table that collects data from multiple worksheets – regardless of whether or not they are kept in the same workbook or folder – in one central document. Reports can contain all of the information from the original records or just a subset of it.

Let’s say we have three different workbooks with contact information: Employees, Vendors, and Clients. We want to create a single source of truth for all of our contacts’ information, but keep these workbooks separate as they are now.


Note that these sheets have different column types and different numbers of columns. Despite their differences, we can generate a report to bring all of their similar columns into one location and create a combined view of data from different sources for our contact information:


Now, all of our contact information records can be viewed in one place: a report. With, reports like this can be created in just a few clicks.

Although all of the workbooks in our example share the same columns, reports can be created from workbooks that have no common columns at all. When you create a report, you can choose which columns are included from each workbook individually.

Learn more about creating and editing reports in our article Creating and Managing Reports.

How Reports Work

In, reports are…

  • Read-only: Any changes to the data found in reports must be made in the corresponding underlying workbook and not in the report itself.
  • Dynamic: Reports automatically update to reflect changes in the underlying workbooks.
  • Customizable: You can choose which columns from each workbook appear in your reports and reorder information as you see fit.
  • Organizable: The same filtering, sorting, and grouping options present in Views can be used in reports so you can organize your data as needed.

Read on to learn more about creating and editing reports.