Add Ons and Integrations
Add Ons and Integrations
Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, or WorkApps. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.
Why are all reports within a template folder required in Control Center blueprints?
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
-
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.
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
-
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.
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 :)
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67K Get Help
- 441 Global Discussions
- 154 Industry Talk
- 502 Announcements
- 5.4K Ideas & Feature Requests
- 85 Brandfolder
- 156 Just for fun
- 79 Community Job Board
- 512 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 307 Events
- 36 Webinars
- 7.3K Forum Archives
Trending Posts
- Hi Everyone, My team is experiencing an issue where in the Smartsheet Outlook add-in our favorites option is blank. We confirmed that in Smartsheet our favorites lists are still intact but we are not …
- Am I the only one missing two of the three AI tools today? I should be seeing: Analyze data Generate formulas Text and summaries But only "Analyze Data" is available.
- 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 a…
