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Customized Report
How do I create a customized report that, for example, uses just the values (no column names) from different sheets? Would it be considered a dashboard? Which feature do I begin with?
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Data Mesh: Stop feeding Deleted Rows to Data Mesh sheet
I was told that once rows from a source sheet make their way to the Data Mesh sheet, there is no way to remove them. Even though the rows may no longer exist in the source sheet, you can't prevent them from showing up again in the Data Mesh sheet. My source sheet (report) is pulling from multiple projects so it's not…
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Is there a way to weight a report based on a value?
We track tasks with smartsheets and we have an effort level column that is meant to help demonstrate (via a report) what workload across a department looks like. We want to be able to create a report that weights projects with a '1 effort level' smaller than a '4 effort level'. Any suggestions on how we could do this?
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Allow Data Shuttle to use reports to offload data
Hi, I have a Dynamic report that gathers information from the same sheet across a number of projects and displays the lines that meet a certain filter criteria. Currently I have to export this to an excel file and add it as an attachment to the sheet that I want updated by the Data shuttle workflow. It would be good to…
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Sharing reports with data without even view access to the source sheet
Today in order to share data in Reports we would need to provide view/edit access to the underneath sheet / source sheet. That's not exactly what many of users expect from Reports. This is a pretty typical task to have a data frame (source sheet) and using Reports provide access to certain portions of data to different…
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Indexing the way to go?
We have a master list, utilizing Smartsheet to build a CRM, that will be completed by form entry or by sheet entry and can be completed by different team members who contact the same business. 1 - looking for ways to report cell history specific to a business filtered by business name 2 - looking for a way to group…
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How do I report on the Intake Submission Date field from the Project Intake Sheet?
Hi, I'm using the PMO template. The "Intake Submission Date" column is system generated in the "Project Intake Sheet". Is there a way to pull this column into a report? When I create a report using the Project Intake Sheet, the Intake Submission Date does not show up as a field that I can select. Project Intake Sheet and…
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How to Get Pie Chart to Show Total Complete VS. Incomplete
I feel like I am getting close to this one, but something is still not working out. I just want a simple Pie Chart to show total Complete Vs. Total Incomplete. I have tried using several different columns and strategies, and although this should be easy, it is not clicking… Here is how I have it displayed now… and also a…
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Edit reports on a dashboard
Request We need an option for the report widget that would allow users to edit report rows while viewing them in the dashboard. The problem I'm trying to solve: I have a report widget on a dashboard that shows users their assigned tasks. I'm using the widget on a Dashboard to give the users one place where they can see and…
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Adjusting formula for created Row# to not begin from 1 e.g. begin with 88, then 89, 90... etc.
Hi, For context I've created a report that draws from 4 sheets as a programme level plan. I encountered an issue with the predecessors not reporting clearly from source sheet. For those who haven't encountered this issue, smartsheet uses the row# to assign predecessors, hence with multiple source sheets only the amount of…