How do you set up custom report automation in Smartsheet Control Center

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I’ve just started exploring Smartsheet Control Center and want to automate custom reports. What’s the most efficient way to set up report automation that pulls in data from multiple sheets and rolls up across projects?
4 days ago in PMP by Parshvi
• 5,340 points
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1 answer to this question.

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Smartsheet Control Center plays a significant role in portfolio reporting automation, especially for large Agile teams managing multiple projects or portfolios. It allows for a unified, automated approach to reporting across several teams, making it easier to keep track of the project’s progress and health. Here's how you can effectively leverage it for your reporting:

  • Integrate Smartsheet Control Center with other project management tools – Connect your Agile project tools (like Jira, Trello, Asana) to Smartsheet Control Center to pull real-time data across your entire portfolio. This integration ensures that all project and team updates are reflected in one central platform.

  • Set up automated portfolio reporting – Use Smartsheet's reporting features to automate the generation of portfolio health reports. Customize the reports to include key metrics like overall project progress, task completion, risk assessments, and financial tracking.

  • Create visual project summaries – Smartsheet provides several visual tools such as Gantt charts, Kanban boards, and grids to represent your portfolio status. You can use these tools to get a high-level overview of your projects, track milestones, and identify risks across multiple teams.

  • Leverage centralized data for decision-making – Having all project data in one place makes it easier for project managers and stakeholders to make informed decisions. Smartsheet’s real-time updates and data visibility help improve communication and ensure alignment across teams.

  • Schedule regular updates and reviews – Smartsheet Control Center allows you to set recurring reports, ensuring that stakeholders are always up-to-date with the latest project metrics. You can schedule reports to be sent weekly or monthly, helping maintain transparency and consistency in portfolio performance.

By automating and centralizing portfolio reporting, Smartsheet Control Center streamlines the management of multiple projects, allowing for more effective and timely decision-making.

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answered 4 days ago by Naira

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