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Smartsheet: Working Smarter with Reports and Dashboards

Class Sessions

Date Location Cost
  • Mon Aug 10, 1:00 pm to 4:00 pm
Live Online $175

Class Code

ITS-2052

Class Description

 

Effective immediately in response to COVID-19, all Technology Training classes through the Spring Quarter will be held online.

In advance of each 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 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
 

 


 

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