What is a necessary step when creating a row report in Smartsheet?

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When creating a row report in Smartsheet, one of the essential steps is to select columns from the source sheet. This process allows you to customize what information is displayed in the report. By selecting specific columns, you can ensure that the report only contains relevant data that is pertinent to the audience or purpose of the report. This tailored view helps in maintaining focus and clarity, facilitating effective communication regarding project status, tasks, or any other desired metrics.

In the context of the other options, while listing all source sheets may be necessary for certain functions, it does not directly influence the creation of the report itself. Defining report metrics is more applicable to tracking performance or analysis rather than initial report creation. Enabling group viewing, while beneficial for collaborative purposes, is also not a prerequisite step for creating a row report, as it pertains to sharing and accessibility rather than the setup process itself.

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