Toolbar Inconsistencies

Billy-Rock

I have created a "Master Sheet" that I have to import each day and have linked up other tabs/sheet to that Master Sheet to filter out on the information my technicians need to see. On the Master Sheet I have the full options on the toolbar, but on the linked tabs/sheet there are hardly any options. For example, my technicians need the option to filter so that they can narrow down claims even more if possible. Attached are a few screenshots to help clarify what I am explaining.

Billy-Rock

To Clarify,

I am the owner of all of these sheets or Editor of all of these sheets and I can't even see the toolbar options. Kind of surprised by that... Any help would be much appreciated!

Andrée Starå

Hi Billy,

It's because one is a sheet and the other is a report, and they don't have the same options and functions.

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Gwyneth C

Hi,

We just released the Smartsheet Learning center—which knits together video resources and help topics in a course-like format. You might find this one helpful to learn more about reports and how they relate to sheets.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Kind regards,

Gwyneth