Updating Dynamic Reports - Control Center

vzarzycki

Hi - hoping someone has a suggestion. We are using Smartsheet Control Center and just started playing with Dynamic Reports. Our process updates the Dynamic Reports each time a new one is created; however, we want the ability to control what items are shown on the report based on a status that we can set. I understand we can archive the items through control center, but we are planning to do that annually. For our reports, we just want the ability to not show items that are complete in certain views.

My only thought is to add a column in the program plan that ties to the status that we want and populate the whole column with it and then add that as a filter to the dynamic report. I was hoping there was a better way to do that so wanted to ask the community. Appreciate any insights!

kowal

hi @vzarzycki,

but with Dynamic reports you just use ordinary report and you can set it up as normal report. The only difference will be that with new provisioning a new sheet will be automatically added to it.

so the way of filtering you can setup in the report itself.

vzarzycki

Hi @kowal - The issue is that we are going to want to filter out certain program plans from the dynamic scope report. For example, we create 10 new programs through SCC and then they are all added to the Dynamic Report. We want the ability to filter out any programs where we set a flag to exclude. I know that we can use the SCC Archive process, but this would be something we'd do with programs prior to running the archive process.

So if we have 10 'source reports' on our dynamic report - is there anyway to update which program plans are displayed other than archiving them? or manually removing (unchecking them) from the source sheets.

kowal

hi @vzarzycki,

in that case I unable to give any good advice.

JYokoi

Hello @vzarzycki ,

Would it be possible to add a flag or dropdown on the Intake sheet that would indicate the projects that should be included in the Dynamic Report? Then, on the Program Plan, you can set that field into a new column as a column formula pulling from a Metadata sheet within the project. Then filter your Dynamic Report to only including rows from sources that include that have been flagged to be included.