Smartsheet: Working Smarter with Reports and Dashboards
Class Code | Date | Delivery Method | Cost |
---|---|---|---|
ITS-2052 |
|
In-person (Stanford RWC) - 1 session | $300 |
ITS-2052 |
|
Live Online - 1 session | $300 |
Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.
This class offers an option for in-classroom sessions. Participants attending an in-person class will need to adhere to the respiratory illness policies.
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.
David Casuto
David Casuto is a 20-year veteran in the fields of software training, curriculum design, and training facilitation.
- Topic Outline
Working with Reports — Modifying and creating
- What is a report?
- Report Builder
- Sort report
- Share/Send reports
Dashboards/Portals
- Creating Dashboards to publicize your data
- Widget types -- Metric, Chart, Shortcut, Rich Text, Report, Image, Title, Web Content
- Sharing your Dashboard
- 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.