Dashboard Abilities/ Functionality

megtro610

I am making my first dashboard, and I'm wondering if there is a way to make a report appear in the report section when clicking on a widget. For example, I would click one of the dates below, and a report would populate in the section below for each year/ separate report (see image below):

Paul.Woodward

This is a good question!!! I am not sure. I think reports are pretty static. You could do something where they click on the widget and it opens a report in a new page? I do not think there is an option for a placeholder image until you click a widget. If there is an option, I would love to hear!

Michelle Choate 2

So there are ways to take you to the reports for each year. When you are editing the metric widget, there will be a section "Widget Behavior", then select "Open A Smartsheet Item." Then select your report.

To be able to change the report, there are ways to do this! It takes a little bit of fancy footwork in the background. I can talk you through it if you want to zoom really quick. Send me an email and I will show you what I mean. You will need a form on your dashboard with a dropdown to select a year, then a couple of underlying sheets.

You can also search in templates "Dynamic Dashboard with Form Filter" and you can see how Smartsheet built it. And like I said, I can talk you through how to build it for you :)