The Spreadsheets page lists all existing spreadsheets, and you can filter and sort the list and customize the display:

• Type in the Search field (toward the top right).
• Arrange and resize columns (drag and drop).
• Use the ‘Toggle column search’ icon, and search/filter by column.
• Use the ‘Toggle grouping panel’ icon, and then drag and drop one or more column headers to group reports in the list.

Once the list is filtered as desired, several actions are available:

• To open a spreadsheet and enter/edit the data it contains, either click on the sheet name or choose Open from the action menu (3 dots on the right). 
• To edit a spreadsheet’s structure/layout, choose Design from the action menu (3 dots on the right). 
• Additional actions available (depending on your permissions) from the action menu include Import (from an external file), Export (and save as a csv file) and Delete (you’ll be prompted to confirm).

You can create a new blank spreadsheet, or import an existing spreadsheet from another location in GideonSoft.

Creating a New Spreadsheet

First, create the empty spreadsheet by clicking the green ‘+New Spreadsheet’ button, and then define how it is to be used.

• Spreadsheet Name… Enter a name for the spreadsheet.
• Who can access this spreadsheet?… Define who will be able to view and edit the spreadsheet by selecting ‘Anyone’ (includes everyone except Basic User Roles), or one or more Roles.
• Who will be displayed when editing the spreadsheet?… Define whose data will be included in the spreadsheet by selecting ‘Everyone’, or one or more Roles.
• Team Filter … You can further filter the people included in the spreadsheet data by selecting a Group from the Team Filter list.
• Notes … You can add notes for internal use if necessary.
• Options:
  • Include people with an inactive status … By default, inactive people are not included in the spreadsheet.
  • Include people … default is on/enabled.
  • Include objects
  • Include role objects
  • Include team objects
• Only show people whose value from (optional) … Filter the included people based on a score value.
  • Select Score … select one from the list.
  • Operator … set to ‘Equals’, ‘Greater than’, ‘Less than’, ‘Not equal to’, ‘Greater than or equal to’, or ‘Less than or equal to’
  • Enter value … to set the condition.
• Allow spreadsheet to be … Check the appropriate options.
  • Edited … allows data in this spreadsheet to be input and edited (i.e. not just viewed).
  • Imported … allows data to be imported into this spreadsheet from a CSV (perhaps from a previous Instance).
  • Exported … allows data to be exported from this spreadsheet to a CSV file.
  • Synced with Mobile (BETA) … enables data to be entered/edited via mobile device (under Surveys in the GideonSoft app).
• Click ‘Create Spreadsheet’ to save these settings and begin defining the structure/layout of the spreadsheet. You can always return to the above Spreadsheet settings by clicking the gear icon.

The spreadsheet at this point is not active (i.e. has not been published). One or more content items must be added in order to publish. A spreadsheet can be made Active or Inactive by clicking the gear icon and going to the spreadsheet options.

To Import an Existing Spreadsheet

You can import an existing spreadsheet from another location in GideonSoft, which will contain the structure/layout (but not the data). Click on the down arrow on the green ‘New Spreadsheet’ button, and select ‘Import Spreadsheet’.

• Specify the Module, Instance, and Spreadsheet you wish to import.
• Make any desired adjustments or customizations.
• Click Publish to save it and make it active.

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Version(s): GideonSoft 2026 Release 1 and later