Smartsheet | Sheet Summary Fields vs Reports

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  • เผยแพร่เมื่อ 8 ก.พ. 2025
  • When should you use Sheet Summary fields in Smartsheet and when should you use Reports? Keefer Welsh, from Echolocity, dives into this topic and demonstrates the best practices for using these features.
    Chapters:
    0:00 Introduction
    0:35 Sheet Summary Fields
    1:34 Row Reports vs Sheet Summary Reports
    2:32 Why use a Report?
    3:28 Primary Use Cases for Reports and Sheet Summary Fields
    ➡️About Echo Consulting DBA Echolocity
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ความคิดเห็น • 2

  • @Zum8a
    @Zum8a 2 หลายเดือนก่อน

    Does anyone use summary fields?

    • @echolocity
      @echolocity  หลายเดือนก่อน

      Yes - Several of our clients and solutions use Summary fields. Mostly for usability of status reporting for teams that typically only access 1-2 plans vs dashboards - OR for supporting formulas.