Report with control center projects + other sheets
Hello,
I have decided to test the control center provisioning projects in unique workspaces (1 project = 1 workspace), while they were previously all provisioning in one workspace.
A side effect has been that the reports of my consultant, which were previously looking for sources in that one single workspace + other sheets, were not provisioning anymore. So I naturally tried the new reports scope option to look at "Programs" as the source sheets.
My issue is that when I select this option, I cannot add 3rd party sheets from other workspaces, which I need to.
I have thought of alternatives:
- Using data mesh doesn't seem doable as I don't have a unique lookup value.
- Having 2 different reports in one dashboard: doable, but not very practical as I need my consultant to be able to edit their reports, and this is adding clicks and loading times. Here again an alternative would be to add dynamic view instead of reports directly, but we've tried in the past and once again, it's not very practical
Can you think of other methods, workaround and solutions? If not I think I'll go back to all projects populating on single workspace.
Answers
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you can use template sheet as source sheet and configure in the control center add report in template updated folder
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@Archiduc The Programs report will let you select the sheet from one or more templates. This will allow you to capture data from any projects connected that specific template and sheet.
It has help us go back and add older templates to reports that wouldn't work with Dynamic Scope reports.
Hope this works for you.
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Meg Young | Smartsheet Consultant mmyoungconsulting@gmail.com. Certified in Core Product, Project Management, and System Administration
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So I can use the dynamic reports from the control center blueprint itself it seems. I've just made a test and first it removed every other source sheet from my report and added the ones from the workspaces created by the blueprint. I've added them back and ran the "update reporting" tasks again in control center and this time it looks like everything is still here. I will see what happens when a new project gets created, if it doesn't disrupt the report I will use this solution. Though it requires to configure every report for each consultant in control center, at least it's a way to get both the blueprint sheets and "external" sheets in the same report.
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I've implemented the solution, it seems to be working ok although there are a few hiccups once it's setup to re-add other sheets. Thanks for the suggestion.
