How can I click into a report in a dashboard and have it bring me to the sheet?

Alicia D
Alicia D ✭✭✭✭✭

Is there a way to be able to click into a row in a report on a dashboard and it brings you back to that specific sheet? Not to the report, but the sheet that the row was created from? So far I can only find out how to go back to the report. Is there even a way to do that?

Best Answer

  • Jen B.
    Jen B. ✭✭✭✭
    Answer ✓

    @Alicia D From the "Columns" selection dropdown on your report, select "Sheet Name". This will display a link directly to the report's source sheet (displayed as "Sheet - Project Plan" in the screenshot examples, below). Keep in mind that this is a secure link and accessible by shared users only (users must be shared to the underlying source sheet). Hope this helps!

    (REPORT IMAGE)

    (DASHBOARD IMAGE)

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