Filtering a Report
I have all of prejob tasks pulled into one report and I am wondering if there is a way to set a filter to hide all completed, only show what is late and due in the next 14 days.
Answers
-
Yes - Select the "Filter Criteria" button at the top of the report and add these in.
In this example I have a "Status" drop down column with Complete as an option, a "Due Date" column, and a flag column that if flagged means an item is late. Based on your Sheet structure (columns) you will have to adjust the criteria accordingly.
Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
Smartsheet Tutorial Videos: schoolofsheets.com/youtube
*If this response helped you please help me and the community by accepting it and reacting as you deem appropriate (insightful, vote up, awesome)*
School of Sheets (Smartsheet Partner)
If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!
-
Thank you! It seams that the due and late block one another out.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives