SmartHelping / Google Sheets / Database Reporting
Google Sheets Tracking & Reporting Template
Turn a working database into useful reports. Track records, filter them by date and other conditions, move completed work into its own tab, and summarize monthly sales by salesperson.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See the database, reports, and row movement in action.
Follow the example sales workflow to see how records feed filtered views and monthly reporting. Open the screenshots for a closer look at the template.
A database you can work from
Keep each record's details together in one row.
The example database has 11 columns: Date, Salesmen, SKU/ID, Quantity, $ Value, and six condition fields. Condition 4 tracks whether a record is In Progress or Complete.
Manual data entry
Enter records directly into the database. Keep dates, salesperson names, item identifiers, quantities, values, and condition fields consistent so the reports can use them.
Google Forms as an input option
The database can also be populated from a Google Form. Align the form's response fields with the database structure used by the reports.
Shared record management
Use Google Sheets' sharing controls to let team members work in the same file and maintain a common set of records.
Status-based workflow
Use In Progress and Complete in Condition 4 to distinguish active records from work ready to move into the Completed tab.
Reports built from matching records
Bring the relevant rows into focused views.
The report tabs use FILTER formulas to return all 11 columns of matching database rows. The included controls filter by date, salesperson, and Condition 1.
Current-month report
Review records within the current month's start and end dates, using the salesperson and Condition 1 dropdowns to focus the view.
Dynamic report
Enter a start date and end date, then choose the salesperson and Condition 1 value to display matching records.
12-month salesperson chart
Compare salesperson totals over a 12-month chart view alongside the monthly completed-record summary.
Monthly completed-sales summary
Set the summary's starting month and review monthly $ Value totals by salesperson. This report uses records in the Completed tab only.
An included script handles the handoff
Move a record when its status changes to Complete.
The template includes a script for the status column. When you change a record's status to Complete, the entire row moves to the Completed tab.
This creates a practical separation between work still in progress and completed records used for the monthly sales summary.
Two different types of automation
Filtered views and row movement serve different purposes.
Formulas build report views
The FILTER formulas display matching records from a source range. They let you review a subset of the database based on the report conditions.
The script moves completed records
The status-change script moves the whole record to another tab. That movement changes where the record is stored in the workflow.
Create your copy and review the workflow
Get started with the example, then adapt it.
Make your own copy
After purchase, open the template link and choose File > Make a copy. This creates an editable version that you own.
Review the database and reports
Use the walkthrough to understand the example fields, report controls, Completed tab, and monthly salesperson summary.
Inspect the included automation
Open Extensions > Apps Script to view the script. If you adapt the layout, keep the script's column references and tab names aligned with your spreadsheet.
A reusable reporting structure
Use the sales example as a starting point.
The template combines a record database, conditional report views, a status-based row move, and a monthly summary. You can adapt that structure for other record-management workflows by updating the fields, formulas, and script references together.
Questions before you buy
A few useful details.
Is this a Google Sheets template?
Yes. After purchase, open the provided Google Sheets link and choose File > Make a copy to create your own editable version.
What does the example database track?
The example has 11 columns: Date, Salesmen, SKU/ID, Quantity, $ Value, and Condition 1 through Condition 6. Condition 4 is used for the In Progress or Complete status.
Can I enter records manually or use Google Forms?
Yes. The database can be populated manually or from a Google Form. The incoming fields need to match the structure used by the template's formulas and workflow.
How do the filtered reports work?
They use FILTER formulas to display matching database rows. The current-month view uses the current month's dates; the dynamic view accepts a start and end date. Both include salesperson and Condition 1 selectors.
What happens when I mark a record complete?
The included script moves the entire row into the Completed tab when you change its status to Complete.
Does the monthly sales summary include unfinished work?
No. The monthly summary totals the $ Value field by salesperson using records in the Completed tab only.
Where can I view the script?
In your Google Sheets copy, open Extensions > Apps Script. If you change the database layout or tab names, review the corresponding script references.
Can I adapt the structure for another workflow?
Yes. The formulas and script provide a starting point for other tracking and reporting needs. Update the field structure, report conditions, and automation references to match your use case.
How much does it cost?
The one-time price is $45. Access is available immediately after purchase.
Keep records and reports connected
Build a clearer tracking workflow in Google Sheets.
Get the Tracking & Reporting Template. Have a question? Contact SmartHelping.
