Help With Communication Plan template - Can't change columns in report

Lisa Malabad

I am working with the Communication Plan template and in the "reports" I cannot change the columns to match the plan I built. It is grayed out and says I have to be an admin. I upgraded my plan and got a license but it still won't let me change it. Since I cannot match my summary reports to the categories and delivery methods I used in the plan, the dashboards won't line up. Any advise is welcomed.

Andrée Starå

Hi @Lisa Malabad

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Lisa Malabad

Thank you! Hopefully this helps: The menu here is the template from "Internal Communications" that I used. The sheets this is supposed to feed from is in the dropdown but has customer information so I hid them.

There are two sheet summary reports; 1 for category of communication and the other is for delivery method. In the sheet my categories are "general communications, Event and Message from leaders. But this is what is populated in the report and it will not allow me to change it:

When I try to update the names (which I though would pull directly from my sheet), it has the rename grayed out.

Also, in the "Report: Upcoming Events it pulled everything from my sheet except content type and it won't let me enter anything. Is there a way I can see the source of where things are pulling from or tell it to pull from somewhere else?

Thank you again for your help.

Andrée Starå

@Lisa Malabad

Happy to help!

Check the columns menu in the report to see if there are columns that have an error.

Were there any issues?

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Lisa Malabad

I'm not sure where to look for that. When I am in the specific column the last screen shot I had is what I see, but I dont see any errors anywhere that I can find.

Andrée Starå

@Lisa Malabad

I'd be happy to take a quick look.

Can you describe your process in more detail and maybe share the Workspace(s)/copies of the Workspace(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share as Admin too, andree@workbold.com)

Lisa Malabad

Andree, I added you as admin to the workspace, were you able to look at it?

Andrée Starå

@Lisa Malabad

The issue is that the Template uses the Sheet Summary feature, and the Summary reports are based on that. (see below)

Make sense?

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Lisa Malabad

Thank you, is there any way to change those to match what I have in the communications plan?

Andrée Starå

@Lisa Malabad

Happy to help!

Yes, but you'll have to update it to match what you need manually.

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Lisa Malabad

I have been trying but I am unsure where to change it. I tried in the actual summary report but it does not allow me to rename.