help to create a sheet

Alex Brioso

Hi. I am new in smartsheet and I am looking to create a sheet to entry data for services offers to our clients. For example:

• John Doe received a service on October 30th, January 10th, January 15th.....
• Jack Smith received a service on Septmber 25th, September 30th, November 3rd...

Our programs runs until September 2025 so I don't see myself creating a column for each day during the next 2 years.

What could I do?

Andrée Starå

Hi @Alex Brioso

I hope you're well and safe!

You could either register each time they get service on a row in the sheet or through a form or maybe have multiple columns (Date), First, Second, Third service, or similar.

Make sense?

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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khickman

I have some thoughts and ideas. Are you the only one entering data? And how many clients do you have?

If you aren't the only one tracking this data, I would create a form. Using a form would create a row for each date of service and eliminate the need for a column for each day. You could then build a report and group by client to see their service history.

If you are the only one, you can track the data in a sheet pretty simply. I would create a column for client name, contact name, and then date of service. You could also do a header row for each client then have their service dates below and indent them creating a parent/child relationship to keep them organized.

Alex Brioso

@khickman thanks a lot you helped me tremendously!

khickman

https://community.smartsheet.com/discussion/comment/412739#Comment_412739

You are welcome!!