Smartsheet Basics

Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Dashboard Templates

I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls.

I'd like to have a clean sheet/reports for our Annual Report and I am aware of templates feature. I am wondering, would it make more sense to archive the sheets/reports that inform the dashboard and make templates of those sheets/forms that will inform the dashboard for the new year? this is our agency's first attempt at building a efficient tracker and long term, we are wanting to capture trends in the types of calls we are receiving annually.

I hope this makes sense!

Best Answer

Answers

Trending in Smartsheet Basics