SmartHelping / Multiple Criteria / Google Sheets
Google Sheets Database Reporting
Build a summary report that shows the records matching your criteria. Test individual data fields with pass/fail checks, combine them into one row result, and use that result to filter the report.
Access is available immediately after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See the filtering logic and summary report.
Separate checks, one report
Break the filtering process into three clear steps.
The template uses helper columns to keep individual criteria visible and separate from the final report formula.
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Test each data field
Apply pass/fail logic to the columns you want to evaluate. Each check determines whether a record meets the condition for that field.
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Combine the checks into a row result
Evaluate the individual pass/fail results together. The final helper column identifies qualifying rows with a value of 1.
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Return matching records to the report
The Google Sheets FILTER formula uses that final flag to bring qualifying rows into a summary report.
Example: event ticket buyers
Find records that meet several conditions at once.
Imagine a list of 1,000 ticket buyers. You want a report containing only buyers who meet a combination of spending, location, and demographic criteria. The example below shows the kinds of checks you can apply to separate fields.
| Data field | Example condition |
|---|---|
| Ticket spending | At least a chosen spending amount. |
| Distance from the event | More than 100 miles away. |
| Merchandise spending | At least a chosen merchandise spending amount. |
| Gender | Matches the selected gender value. |
| Age | Over 35. |
Each condition is tested separately before the final row result determines whether the buyer appears in the summary report.
Visible criteria & flexible logic
Keep the reporting rules easy to review.
Individual checks you can inspect
Review the pass/fail result for each field to understand how a record meets or misses the criteria.
Logic organized by field
Adapt the test for each data point to the question you want to answer, while keeping the summary report tied to the final row flag.
Your editable Google Sheets copy
Make a copy and work with your own reporting criteria.
After purchase, open the template link and choose File > Make a Copy. This gives you your own editable version of the Google Sheets template.
Questions before you start
A few useful details.
What does this template do?
It uses pass/fail checks across multiple data fields to identify qualifying rows, then returns those rows to a summary report in Google Sheets.
How does the final report choose which rows to show?
The template combines the individual checks into a final row flag. The report's FILTER formula returns rows where that flag equals 1.
Why use separate helper columns?
They make each condition visible and allow its logic to be reviewed separately. The summary report then tests the combined row result.
Can I adapt the criteria to my data?
Yes. The approach is designed so you can apply specific tests to the data points you want to evaluate, such as spending thresholds, distance, or a matching category value.
Is this a Google Sheets template?
Yes. Open the template link after purchase and choose File > Make a Copy to create your own editable version.
How do I receive access?
The Google Sheets template is available to access immediately after the $45 USD one-time purchase. Contact SmartHelping if you have a question before purchasing.
Multiple criteria, a focused report
Turn your data checks into a useful summary.
Evaluate individual fields and bring the qualifying records together in Google Sheets.
