Quickest way to update a recurring report's filters

Jennie
Jennie
edited 12/09/19 in Smartsheet Basics

I have a report that I update each week. the "When" section has 7 or 8 lines where the between dates need to be updated. Is there a way to automate this or does it really have to be done manually? 

 

Thanks for your input! 

 

Jennie 

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jennie,

    It might be possible to add the criteria as a formula on the sheet(s) instead or set up the report builder in another way. 

    Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Jim P
    Jim P ✭✭✭

    You can add a column to the sheet that is a checkbox that will allow you to have it check when it meets a certain requirement. This can be set to find a date range from today if needed. Then your report builder you change to show the rows when that column is checked.

     

    As Andrée mentioned, screenshots or screen recording might help show exactly what you are looking for.

  • The project has 9 phases. When the "Actual delivery date" cell is populated for each phase, and that date falls into a certain range (the current week) I need it to go onto a report. Each Monday, I have to go into report builder and advance the 9 sets of dates in the "when" column. 

    I can't send a screenshot :(

    Thanks for your help!

     

    Jennie 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    We could add a checkbox column with a formula in the sheet that would get checked if it's the current week and then the report would always show the current weeks information.

    Would that work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.