Suggestions on making this more user friendly?

crystal.schroeder

I have a carrier tracker for our job, and its just very visually unappealing. I dont know how to make it look better - looking for suggestions.

We have monthly, quarterly, annual, and then manual requests. So all different times of the year and we mark them off as the files come in.

any suggestions?

jmyzk_cloudsmart_jp

Hi @crystal.schroeder

Here is a suggestion.

https://app.smartsheet.com/b/publish?EQBCT=2bf588f00a7b44ad904fd8e83d70bed4 (Link to the published report)

• Added Frequency Dropdown List:
  • To ensure consistent categorization, implement a dropdown list in the "Frequency" column with options like "Monthly," "Quarterly," "Annual," and "Manual."
  • Using frequency values as group conditions for the report eliminates the need to create indentations on the sheet. It also allows for random input for the frequency of months, quarters, etc., as shown in lines 21 through 24 in the bottom image.

• Renamed Columns for Clarity:
  • Rename columns to specific month names, such as "January," "February," etc., for better clarity and intuitive navigation.

• Enhanced Data Visualization:
  • Apply conditional formatting based on the "Frequency" column to guide users to which columns to check or fill out.

• Created Grouped and Sorted Report:
  • Produce a report that groups entries by submission frequency, indented for visual distinction, and sorts entries within each group by "Product" to facilitate easy location of carrier information.

Base Sheet

https://app.smartsheet.com/b/publish?EQBCT=2f20eb939a914f70ae9b5ec810fcf7f8 (Link to the published sheet)

dojones

Some alternatives

1. Col 2: Change checkbox to star. I think this looks better
2. Col 3, Col 4: Use symbol instead of checkbox. Disadvantage is you have to select among several symbols and may result in some inconsistencies
3. Col 6: Use dropdown box with single selection. "C" is only selection but you could make it anything you like. Then use conditional format to change cell color when "C" is selected. This method gives a few more formatting options.

Choose what works for you.

jmyzk_cloudsmart_jp

Hi @crystal.schroeder

Here is a suggestion.

https://app.smartsheet.com/b/publish?EQBCT=2bf588f00a7b44ad904fd8e83d70bed4 (Link to the published report)

• Added Frequency Dropdown List:
  • To ensure consistent categorization, implement a dropdown list in the "Frequency" column with options like "Monthly," "Quarterly," "Annual," and "Manual."
  • Using frequency values as group conditions for the report eliminates the need to create indentations on the sheet. It also allows for random input for the frequency of months, quarters, etc., as shown in lines 21 through 24 in the bottom image.

• Renamed Columns for Clarity:
  • Rename columns to specific month names, such as "January," "February," etc., for better clarity and intuitive navigation.

• Enhanced Data Visualization:
  • Apply conditional formatting based on the "Frequency" column to guide users to which columns to check or fill out.

• Created Grouped and Sorted Report:
  • Produce a report that groups entries by submission frequency, indented for visual distinction, and sorts entries within each group by "Product" to facilitate easy location of carrier information.

Base Sheet

https://app.smartsheet.com/b/publish?EQBCT=2f20eb939a914f70ae9b5ec810fcf7f8 (Link to the published sheet)

crystal.schroeder

@jmyzk_cloudsmart_jp thank you so much!!!

@dojones thank you so much!!!

jmyzk_cloudsmart_jp

Happy to help!😁 @crystal.schroeder