Quickest way to update a recurring report's filters

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
Comments
-
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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
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
-
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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.9K Get Help
- 429 Global Discussions
- 147 Industry Talk
- 487 Announcements
- 5.2K Ideas & Feature Requests
- 86 Brandfolder
- 152 Just for fun
- 74 Community Job Board
- 497 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives