One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a report for the sheet I just created. Additionally, I think it would be nice If I were able to do some pre-sets for the report(in the sheet) to come out in the report, when I click said button to generate a report.
It would be great if we could see an option to create a report off of a sheet that you are live within versus creating from the create page and selecting your source sheet to reference and build off of.
I am looking for a way to speed up the creation of reports. We use Control Center, and some sheets have about 100 columns.
I always find it easier to select all the columns and then delete and re-arrange them in the report than to add them.
Alternatively:
I used to be able to create a report from within a sheet by clicking File —> Create —> Report (or something along those lines). I create small reports to grab pertinent data from sheets often, and the additional hoops to do something so simple is problematic and stressful when I'm trying to get information ASAP.
[Someone else had a similar idea but wanted to select the columns from the sheet to make the report - I don't anything that complex, hence the new request thread.]
I would love the ability to create a report from within a sheet instead of navigating back to browse and creating from scratch. It would be awesome to go to File, navigate to an option "Create Report", and have a new tab open with that specific sheet chosen as the source, and then follow through with the rest of the report criteria.
This would be a great shortcut and feels like it could be low-hanging fruit.
Would like just a simple "Create Report from Sheet" where the columns are identical to the sheet. Currently the report columns are alphabetical instead of sheet order, so report creation is from scratch. May be as simple as a sort order in the report column add pulldown (alphabetical vs sheet order) with a checkbox to a "select all" once the order is specified.