Reports can be created with data from any number of source worksheets.
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Reports let you aggregate, view, sort, group, 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.
To add data to a report, you must have Owner, Manager, or Collaborator privileges in the source worksheet.
Learn more about how reports work and when they are used in our article Introduction to Reports.
Creating New Reports
Creating a new Report is similar to creating new Dashboards and workbooks.
How to Create a New Document
You can create new documents from anywhere in Spreadsheet.com via the Workspaces sidebar.
- Open the Workspaces sidebar by clicking on your workspace icon
- Click the blue +New button above the search bar
- Select the type of new document you want to create
- Assign your document a name, specify a location, and click Save
How to Select Source Sheets
Source sheets are the worksheets whose data will populate your report. When you create a new report, you will be prompted to select these source sheets. Toggle the checkboxes next to each sheet name to include them in your report. As you add sheets to your report, you can see a list of them on the right side of the dialog.
You can access this dialog at any time by clicking the Source sheets button in the toolbar.
To add data to a report, you must have Owner, Manager, or Collaborator privileges in the source worksheet.
How to Add and Select Columns
Each column in your report includes data from columns in your source sheets. Once you’ve selected your source sheets, you will be prompted to select these columns from the Display columns dialog.
Each row in the dialog is used to configure a different column in your report. To configure your report columns:
- Assign the column a name in the Report column name field at left
- Select the columns from your source worksheets that will populate the report column in the Source columns from worksheet field at right
- Add additional columns to your report by clicking + New column, or delete columns by clicking the x icons on the right side of the dialog
You can access this dialog at any time by clicking the Display columns button in the toolbar.
Editing Reports
Once you’ve created a report, you can edit the source sheets, source columns, and column order of your report.
Click the Source sheets button in the toolbar to edit the source sheets used to generate your report. Click the Display columns
button in the toolbar to edit the source columns present in your report.
Reports will automatically update to reflect changes in your source sheets, but you can manually refresh the report data by clicking the Refresh button in the top left corner of the window.
Organizing Reports
Like Views, reports can be organized with sorting, filtering, and row grouping, all accessible from the toolbar.
Sorting lets you rearrange your rows based on one or more defined rules. Filtering lets you show or hide rows based on one or more rules. And row grouping lets you create groups of rows that share common attributes in one or more columns.