Is it possible to change multiple report filter values without manually changing each one?
BACKGROUND: I have a template folder containing a number of simple reports, each referencing a separate, singular sheet, each filtered on its own key value column, but they're all filtered to the same key value as every other report in the folder. When this template folder is copied, it needs to have all the reports therein filtered to a new key value. Right now someone has to do that by manually going in each report and updating its filter to the new key value.
QUESTION: Is there a way to filter the reports so that I can change a value once somewhere to the new key value, which would automatically update all the report filters to that new key value, without having to manually change each report's filter? (It would be really nice if the API exposed report filters, but it doesn't)
Best Answer
-
Hi,
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.
Here's a possible workaround or workarounds
- We could maybe add helper columns to filter on the sheets instead and then always have the reports show the correct data.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi,
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.
Here's a possible workaround or workarounds
- We could maybe add helper columns to filter on the sheets instead and then always have the reports show the correct data.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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