Creating monthly reports and accessing via dashboard

K.Nixon

We use a sheet to track our monthly WIP (work in progress). How do I create a report for each month so that, if needed, we can go back to look at previous months to see the trend? I'll post a screenshot of a sample. We did this previously in Excel, had tabs for each month and the Prior Change column would populate from the Trending Change column in the previous month's sheet. I believe once the information is cleared in the sheet, it will clear the report as well, correct? We need to see everything as is but not be able to change any information once the next month comes around.

Julie Fortney

You could replicate your existing Excel progress in Smartsheet. Think of each Excel tab as a separate sheet in Smartsheet. You can create links between two Smartsheet sheets just like you can between Excel tabs. At the end of each month you could lock all of the previous month's sheet columns to prevent future changes.