When you first create a new report in Smartsheet, what must you select?

When creating a new report in Smartsheet, it is essential to select a source sheet. The source sheet serves as the foundation for the report, providing the data that will be compiled and displayed. Without selecting a source sheet, there would be no data to include, making it impossible to generate a meaningful report.

Selecting a source sheet allows users to pull relevant information from the chosen sheet, making it possible to customize the report according to specific needs. Reports in Smartsheet are powerful tools for aggregating data from various source sheets, allowing for effective project tracking and management.

The other choices—such as selecting a template for the report, an existing project, or a team to share with—are not prerequisites for creating a new report. While templates can help in formatting and providing a starting point, they are not necessary when first creating a report from scratch. Similarly, while you may share a report with a team, it is not a step required in the initial creation process. Therefore, selecting a source sheet is a critical first step in generating a report within Smartsheet.