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Smartsheet: Working Smarter with Reports and Dashboards

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

Before each session, 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.

 

Pre-requisites:

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

 

Dashboards/Portals

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

Don is the Instructional Design lead in Technology Training, and has been at Stanford since 1998. He teaches collaboration and communication classes, along with courses on Google Apps, Smartsheet, and survey design.

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.