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Smartsheet: Creating Forms, Reports, and Dashboards

Class Code


Class Description


Effective immediately in response to COVID-19, most Technology Training classes will be delivered online until further notice.

In advance of each live online session, Tech Training will provide you with a Zoom link to your class, along with any required class materials.


This class explores the ways to use Smartsheet for receiving data, and making data viewable for stakeholders. You will be introduced to creating forms for incoming data, and creating reports and dashboards to maximize how data is presented or shared.

The class also serves as a refresher for the Smartsheet Basics class, with a focus on formulas, automated workflows, sharing, and publishing sheets.


Learners should have a basic knowledge of creating and editing Smartsheets, or have taken the Smartsheet Basics class. 

Topics covered include:

  • Automation/Workflow
  • Automation menu
  • Automatic alerts, reminders, and update requests
  • Alerts (triggers, conditions, actions)

Formulas and Cell Linking -- Summarize/count key data

  • Basic functions (i.e. SUM(), COUNT(), @row, etc.)
  • Cell Linking (Budget sheet)

Advanced Formulas -- Automate values with logic formulas

  • Automation formulas (changing cell values)

Nested IF()

Forms -- Build forms to manage intake/requests

  • Create Form
  • Customize
  • Distribute

Working with Reports -- Modifying and creating

  • What is a report?
  • Report Builder
  • Sort report
  • Share/Send reports


  • Creating Dashboards
  • Widget types
  • Share




University IT Technology Training classes are only available to Stanford University staff, faculty, students and Stanford Hospitals & Clinics employees. A valid SUNet ID is needed in order to enroll in a class.


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.