I am updating one of our existing blueprints, and I noticed our Dynamic Report Scope Component was disabled.
I know I've enabled this in the past, but I am unable to do so now.
Does anyone know why it's not possible anymore?
They are switching over to Program Reports which operate in much the smae way but are configured in Smartsheet directly instead of within Control Center.
https://help.smartsheet.com/articles/2483344-smartsheet-control-center-program-reports
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I did see the announcement. I am just trying to understand how they're rolling this out, and what the differences will be.
The old blueprint still allows me to toggle the dynamic reporting feature.
Will dynamic reports only be discontinued for future blueprints with the old blueprints staying as is?
Does that mean that the limit of 50 dynamic reports/blueprint no longer apply?
Will program reports be unlimited?
Is there a way for us to see what has become a program report. Like a list somewhere?
I appreciate the information!
That is correct.
I have not seen anything about that limit applying to the program reports.
Same as above. I have not seen or heard anything regarding a limit to the number of program reports associated with a blueprint.
Not sure I follow here. I do know that once you create a report, you cannot change the scope. So if it was created as a standard report, it won't be changed automatically. Only users that would have access to create dynamic reports the old way will have the ability to create program reports.
@Paul Newcome I appreciate the information
I saw this on the limits, so maybe it is unlimited.
On the lists - The previous way allowed us to see which reports were dynamic through control center. It would list them. It's not very important . I was just wondering if we would also be able to view which reports were program reports once created as such, but I suppose it would not matter if they are unlimited.
@Marisha90 I forgot about that post. Good find. Maybe I have missed something about the list of program reports, but I can't seem to find anything.
Currently I have a report created. I want to add it to a report scope within Control Center, but the new report link is disabled. Also, when I navigate to the report directly under the scope tab, the option to add it is also disabled. Do we not have the ability to add it after the report has already been created?
@measterbrooks Once the report has been created, the scope becomes locked. You would need to create a new report and select the appropriate scope within the new report.
I have a new project with a bunch of reports that have been created without the scope component. This is going to be a challenge. Can we turn the feature back on in Control Center to get them all added to the scope and then manage it from the report(s) thereafter. This seems like a problem to effectively have both avenues turned off forcing a re-creation of a batch of reports.
Generally speaking, the reports within a blueprint would just be basic reports and not scoped to pull from a blueprint asset.
You also do not add multiple reports to a report. You would add multiple sheets. That is where the scope piece of a report comes in. Either you are selecting individual sheets, or you are setting it up to have specific sheets from a blueprint added to the report as new projects are provisioned.
Are you able to provide some screenshots to show what you are working with and what you are wanting to accomplish? I feel like maybe there is a misunderstanding or miscommunication somewhere.
Yes, sheets. When a new project is provisioned (which is in one workspace in this case), specific sheets within that project need to be added to the scope of one or more reports in the portfolio. These sheets were referenced in the Dynamic Scope section of the CC setup. Now that scope is managed from the report, but only during the creation of the report. If down the road, something changes, I would again need to duplicate or create another report with the new scope definition. I am trying to get away from having to create 25 reports again, in order for the scope to work.
Dynamic Scope Reports that were originally created through Control Center should still be working. It is only newly created reports that will have to have the scope set through the report itself.
This is still a major issue if you have a workspace with multiple sheets, reports and dashboards that you want to add control center to later. It will be nearly impossible to retro fit control center to workspaces already created without a lot of re-creating all the reports and dashboards that pull those reports. A huge disadvantage to the new feature.
@Amy J. Hayden Existing Reports and Dashboards still work as they were built. This change really has very little impact other than where you implement a dynamic report scope. Building Control Center into an already existing location would have required reports getting rebuilt anyway if you wanted them to be dynamic scope reports. No functionality has actually changed. Simply the location of the UI. In fact, this makes it easier to add dynamic scope reports later down the road because you do not have to go through the slow and clunky Control Center interface to do it. Just create your report, select your scope, and move on down the build.
@Paul Newcome Before the change we added the reports we wanted through control center therefore we didn't have to rebuild any report. We used existing reports and attached them with the reports section of the blueprint set up. This is no longer available and you have to choose the blue print when creating a report. Therefore it has removed a major function of being able to add control center after you have a workspace set up. If I am missing a way to have an existing report and then switch it to be part of a blue print please let me know where the functionality is as that would be awesome.
@Amy J. Hayden If your report was already working as needed before switching to control center, why would anything about the report need to change?
For example… A non-control center report that I have built to have similar functionality pulls in an entire workspace and includes a filter based on the sheet name containing "XYZ" to provide a portfolio level rollup of all of the projects within my workspace.
Moving this into control center, I wouldn't need to change anything with that report. While it may not technically be a dynamic scope report, it is already working how I need it to work and therefor doesn't need anything to change.
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