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Quick Guide: Create a Report with Data from Multiple Workbooks

Reports let you collect and aggregate data from multiple worksheets or workbooks to create a combined view of data from different sources. With reports, you can collect data from multiple places across Spreadsheet.com.

Let’s say there are three different departments – Marketing, Finance, and Operations – in your organization, each with their own workbooks for tracking contacts and key personnel. With reports, you can collect all of this information in a single location without having to merge workbooks. Each department can maintain their own records, but all of the relevant data can be viewed within a single report.

Reports can be created in just a few steps. Let’s take a look.

Step 1: Create a New Report

Like a workbook, a report is a document type that can be created from your Spreadsheet.com home screen. Click the + New button in your workspace or folder, select New Report from the dialog, name your report, and click Save.

Create new reports from your Spreadsheet.com home screen

It’s that simple.

Step 2: Select Source Sheets

Once you create a new report, you will automatically be prompted to select Source sheets, the worksheets from other workbooks whose data will populate your report. Toggle the checkboxes next to each sheet name to include them in your report.

Source sheets are the worksheets from other workbooks whose data will populate your report

Reports can be created with data from any number of source sheets, and you can always edit your selection once your report has been created.

Step 3: Select Columns

After you select your Source sheets, you can select your report columns, the columns from your Source sheets that determine how your report is populated and organized. Each row in the Display columns dialog is used to configure a different column in your report.

Configure your report columns by selecting the columns from your source worksheets that will populate your report

Assign the report column a name in the Report column name field at left and select the columns from your source worksheets that will populate your column in the Source columns field at right. Add additional columns to your report by clicking the + New column button.

A single report column can contain data from source sheet columns with different data types

A single column in a report can be populated with data from source sheet columns of different data types. If you have three different email address columns – one as Text, another as Email, and a third created with Column formula – all of them can be included in the same report column.

Keep Building and Customizing Reports

Once you’ve selected your source sheets and columns, you can return to either dialog and edit your selections at any time. Reports also support the same sorting, filtering, and row grouping options found in Spreadsheet.com Views so you can organize your reports to your liking.

Plus, reports are dynamic and will automatically update to reflect changes made in source sheets – no manual updating necessary.

When you’re ready to distribute a report to your team or other stakeholders, you can print it, export it as a PDF, or share it in its original format with Spreadsheet.com’s sharing and collaboration options.

Get Started with Spreadsheet.com Today

Ready to start creating reports from your data in just a few clicks? Get started with Spreadsheet.com today. Start with one of the pre-built templates in our Template Gallery, or begin creating your own workbooks from scratch.

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