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Smartsheet: Working Smarter with Reports and Dashboards

Class Sessions

Date Delivery Method Cost
  • Thu Jul 20, 1:00 pm to 4:00 pm
Live Online - 1 session $300
  • Wed Aug 23, 9:00 am to 12:00 pm
Live Online - 1 session $200

Class Code


Class Description

Most Technology Training classes will be delivered online until further notice.

Before each sesson, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

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



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


Topics covered include:

  • Refresher from the Smartsheet Basics class, with a focus on automated workflows, sharing, and publishing sheets.


Working with Reports -- Modifying and creating

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



  • Creating Dashboards to publicize your data
  • Widget types -- Metric, Chart, Shortcut, Rich Text, Report, Image, Title, Web Content
  • Sharing your Dashboard

University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.