Can you add columns in Trial version?

Titan

Hi,

I have not committed yet to this platform. I am testing it. I want to try adding closed sales, and some prospects and run reports. I need to add a column in the TRIAL version so I an designate sales as Retailer or Distributor, plus add a column for Country so I can view charts based on geography. It seems when I try to add a column in a sales pipeline report template it is only letting me check a box of predefined columns that exist in that report. Of course the second question is, if I can add columns there in this Trial version, is it easy or difficult to modify charts and graphs with a way to sort and only view Retailer deals closed and won or in the pipeline, and even combine that with other columns such as 'only those in the U.S.' etc. I am really testing the ease of adding such a basic function in Smartsheets.

Darren Mullen

@Titan Reports pull data from sheets, so to add a column in the report you'd first need to add the column to the underlying sheet(s), save the sheet, refresh the report, then you will be able to check them in the columns tab.