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Class Schedule

Developing Smartsheet Reports to Better Monitor & Control Your Projects

In advance of each session, Tech Training will send you a Zoom link to your class and any required class materials.

This session will cover the creation and best practices of applying the Smartsheet Report tool, which can be a great asset when managing numerous sheets and extensive information.

Monitoring and controlling project work involves tracking actual project performance and comparing it with the planned project management activities. Reports are the key tool for accurately tracking, reviewing, adjusting, communicating, or sharing the project's performance.

David Casuto

David Casuto

David Casuto is a 20-year veteran in the fields of software training, curriculum design, and training facilitation.

Program Description

In this session, we will discuss how to develop and create regular, concise, and informative reports to ensure the project remains on track and on budget throughout its duration.

Learning Objectives
  1. Construct effective Row and Sheet Summary Reports to track project performance and communicate key updates.
  2. Implement best practices for applying the Smartsheet Report tool to efficiently manage multiple sheets and large datasets.
  3. Evaluate and compare project performance against planned objectives using concise and informative reports.
  4. Integrate reports into dashboards to enhance visibility and streamline project monitoring and control.
Topic Outline
  • Working with Sheet Summaries and creating Sheet Summary Reports
  • Creating and editing Row Reports
  • Creating reports from multiple data sources
  • Sharing and exporting Reports
  • Adding a report to a dashboard

A sample project will be presented to demonstrate the concepts.

Prerequisites

Learners should have a basic knowledge of creating and editing Smartsheets.

Credits
  • 3 Professional Development Units (PDU)
  • 0.3 Continuing Education Units
  • 3 Professional Development Hours 
  • Stanford Technology Training Program Certificate of Completion Awarded

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.