Issue with Report and conditional formatting

Jon Barto

Is there a solution for a report to auto update the conditional formatting without opening the sheet.

Forexample. We have a report showing on the dashboard. When the due date is in the past we have conditional formatting making that row turn red.

Even if we click into the report it doesn't go red until we open the sheet.

Am I missing something on why the conditional formatting doesn't update on a report until someone goes into the sheet.

JuliannaK

Hi Jon. Can you try to edit the report widget on the dashboard and select "Viewer Mode" on the widget setting panel. Then select "From their own perspective"

SueinSpain

Oh I used to have this problem especially if there is any formula that uses TODAY or inthe past or future.

The problem is that TODAY is only updated when the smartsheet is opened or changed.

I got some great advice and now add the following automation to every smartsheet

I have a helper field which I have called Analysis Date, date field only dates allowed

I then have an automation that runs early every morning to update tis field with TODAY date. This refreshes the smartsheet and moves everything forward including summary fields and updates my dashboard

I cannot remember who told me this but genius and it has now appears in the top tips / best practice smartsheet help.

Hope this solves your problem

Lane F

I have a similar issue. I have 20+ project sheets where I log details and milestones, and especially all action items for the life cycle of the project. I have a report that pulls the incomplete action items from all project sheets, resulting in my comprehensive open action item list. The problem is that the conditional formatting I have established in the sheets (overdue date highlights red) does not update in my comprehensive report. If I go to the sheet, the formatting triggers, and then does appear on the report from that moment forward. I'd rather have my comprehensive list update without visiting each sheet.

I'm not using any "today" options in the formatting rules, but maybe it's a related problem and I should apply SueinSpain's solution?

Lane F

OK - reread SueInSpain and see that my formatting does get impacted. Gracias, @SueinSpain