Daily Automated Report

valerie.kelly

I am a dead beginner with SmartSheets and I am self taught thus far so explain to me like I've never seen a computer before :)

Our hospital holds daily huddles where each department reports out on questions specific to their unit (current paper form attached). I’ve created a sheet that includes all the questions to be answered in the columns and in the rows includes the units. I then created a form that includes logic to only show certain questions based on the chosen department. The idea is that each department leader would fill out the form daily and the data gets saved onto my sheet. This part seems to be working just fine except that the information starts to populate at line 54 but I’m not super concerned about that.

Daily Safety Briefing.docx

Where I am getting stuck is that I want to be able to generate a daily report to be placed on a dashboard that automatically updates and only provides data for that particular day while the sheet still maintains previous data to look back on.

Any thoughts?

Paul Newcome

You could include a system generated Created (date) column in the sheet. Then you would create a row report from the sheet and create a filter within that report to only show rows where the Created date is "today".

valerie.kelly

Could I get this to display in a metric report on a Dashboard?

Paul Newcome

What do you mean by "metric report"? You can use a Report Widget to display the report on a dashboard.

BrookeGL33

Super helpful, thanks.