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Smartsheet: Working Smarter with Reports and Dashboards

Class Sessions

Date Delivery Method Cost
  • Wed Feb 22, 9:00 am to 12:00 pm
Live Online - 1 session $300
  • Tue Apr 11, 9:00 am to 12:00 pm
Live Online - 1 session $300

Class Code


Class Description

Note: Classes with an on-campus location are in-classroom sessions and will not be held on Zoom. Please consider not enrolling if you are unable to attend in person. All participants will need to adhere to the Stanford Health Check guidelines.

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. A valid SUNet ID is needed in order to enroll in a class.