Why are all reports within a template folder required in Control Center blueprints?

Jeff Reichman
Jeff Reichman ✭✭✭
edited 03/13/25 in Add Ons and Integrations

Is there a specific reason why all reports within a template folder required in Control Center when setting up a blueprint? It lets me set sheets and dashboards as optional but not reports. Is there any good workaround for that?

Best Answer

  • kowal
    kowal Overachievers Alumni
    Answer ✓

    hi @Jeff Reichman,

    If the reports are used for the project dashboards it's obvious those need to be replicated each time you provision new project. However if there are reports that you use for Portfolio Dashbaords they cann be outside of blueprint folder and not used during provisioning.

    As for now smartsheet takes all the reports that are in blueprint by default as a part of the provisioning assets and it cant be changed.

    Tomasz Kowalski

    Experienced IT PM and the Real Smartsheet Enthusiast.

    Is there anything else we can help you with? - book your time.

    MASA Consult - Your Aligned Smartsheet Gold Partner

    Find us on LinkedIn & Check our Smartsheet Solutions!

    Tag my name: @kowal if you want me to respond :)

Answers

  • kowal
    kowal Overachievers Alumni
    Answer ✓

    hi @Jeff Reichman,

    If the reports are used for the project dashboards it's obvious those need to be replicated each time you provision new project. However if there are reports that you use for Portfolio Dashbaords they cann be outside of blueprint folder and not used during provisioning.

    As for now smartsheet takes all the reports that are in blueprint by default as a part of the provisioning assets and it cant be changed.

    Tomasz Kowalski

    Experienced IT PM and the Real Smartsheet Enthusiast.

    Is there anything else we can help you with? - book your time.

    MASA Consult - Your Aligned Smartsheet Gold Partner

    Find us on LinkedIn & Check our Smartsheet Solutions!

    Tag my name: @kowal if you want me to respond :)