Blog

Open Sharesight reports directly in Google Sheets

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Dec 7th 2015

Following on from our update to provide reports in OpenXML format, we have additionally enabled support for opening reports directly in Google Sheets, where you can edit them online. These documents are automatically stored in your Google Drive account, where you can access them again in future.

Open Sharesight reports directly in Google Sheets - Featured

To open a report directly in Google Sheets, click on the Google Drive icon next to the Excel and PDF icons on all Sharesight reports:

Open Sharesight reports directly in Google Sheets - Featured

To use this feature for the first time, you will be prompted to sign in to your Google account and authorise Sharesight to create files in Google Drive. If you have multiple Google accounts, you will be asked to select the Google Drive account in which you wish to open the report:

Select Google account

Click “Allow” to authorise Google to open your report in Google Sheets:

Authorise Google

Your report will then open in Google Sheets , where it will be automatically saved and can be edited directly:

Sharesight report in Google Sheets

Please let us know in the Sharesight forum if you experience any issues or would like to provide feedback!

FURTHER READING

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | Jul 1st 2026

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

5 ways Sharesight helps Australian investors at at time (1)

5 ways Sharesight helps Australian investors at tax time

by Stephanie Stefanovic | Jun 29th 2026

Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.

How to present portfolio tax reports clients actually understand

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.