)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Smartsheet Reports data into Excel helps you analyze the output of your Smartsheet reports. Coefficient connects Smartsheet directly to your spreadsheet seamlessly.
This guide shows you how to import your Smartsheet Reports data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect to your Smartsheet account.
-
Step 2:
Step 2. Select Import from… and choose the Reports object.
-
Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your report data automatically updated.
Step-by-step guide
Follow these steps to get your Smartsheet Reports data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Smartsheet when prompted to connect a data source.
Log in to your Smartsheet account and authorize Coefficient to access your data.
Step 2: Import Reports Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Reports” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Reports data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest report outputs from Smartsheet.
Available Smartsheet Objects
- Folders
- Sheets
- Reports
- Templates
- Dashboards/Sights
- Users
- Groups
- Rows
- Columns
- Attachments
- Discussions
Related Smartsheet Use Cases
How to Import Workspaces Data from Smartsheet into Google Sheets
Learn how to easily import live Workspaces data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your project structures.
How to Import Workspaces Data from Smartsheet into Google Sheets
Learn how to easily import live Workspaces data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your project structures.
How to Import Users Data from Smartsheet into Google Sheets
Learn how to easily import live Users data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your Smartsheet users.
Frequently Asked Questions
-
How to get Reports from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Reports data, ensuring your spreadsheet reflects the latest report outputs.
-
How do I get a list of Reports in Smartsheet?
Use Coefficient to pull a complete list of Reports from Smartsheet into Excel for easy analysis of report outputs.
-
How do I download Reports data from Smartsheet?
You can download your Reports data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
-
How to automate importing Smartsheet Reports to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Reports data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
-
How do I import Reports from Excel to Smartsheet?
Coefficient’s primary function is pulling data *from* sources like Smartsheet *into* spreadsheets. Direct import from Excel *to* Smartsheet might require different tools or methods.
Trusted By Over 50,000 Companies
