Automatic inclusion of new sheets within a report

Am I wrong to assume that new sheets will be automatically included in a report when I select a folder level of sheets when building the report? Currently I'm having to manually go back and re-select the folder level of sheets each time a new sheet is created inside that folder.

The following screen shots show a before & after view, where I created a new sheet circled in red. I can't imagine this functionality would be locked behind one of the premium addons.


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Best Answers

  • JCluff
    JCluff ✭✭✭✭
    Answer ✓

    Sheets are only automatically added if you select the workspace, in your case "IT Internal". Unfortunately selecting folders will not automatically add new sheets within the folder.

    Since there are most likely sheets within your workspace that you do not want included, I would suggest a filter for Sheet Name contains _____. If you don't have a unique identifier for your project plans, I would start to use one like "-ppl". At first glance you could include "-FY23", but I don't know the other names of your sheets and whether or not there are other fiscal years you would want included in your report.

  • AndrewG
    AndrewG
    Answer ✓

    If you choose the workspace it will automatically add all sheets in the workspace. And then you can use a filter to have the report only look at the sheets you want the report to look at.

    If you select only one folder in the workspace, or one sheet in the workspace, the report won't look at new sheets.

Answers

  • JCluff
    JCluff ✭✭✭✭
    Answer ✓

    Sheets are only automatically added if you select the workspace, in your case "IT Internal". Unfortunately selecting folders will not automatically add new sheets within the folder.

    Since there are most likely sheets within your workspace that you do not want included, I would suggest a filter for Sheet Name contains _____. If you don't have a unique identifier for your project plans, I would start to use one like "-ppl". At first glance you could include "-FY23", but I don't know the other names of your sheets and whether or not there are other fiscal years you would want included in your report.

  • Advil
    Advil ✭✭

    Thank you @JCluff. While this isn't ideal, your reply gives me something to work with. Appreciative of your input.

  • If it won't automateically include the new sheets under "Sheets" how will the filter come into play?

  • AndrewG
    AndrewG
    Answer ✓

    If you choose the workspace it will automatically add all sheets in the workspace. And then you can use a filter to have the report only look at the sheets you want the report to look at.

    If you select only one folder in the workspace, or one sheet in the workspace, the report won't look at new sheets.