Report that looks at more two or more criteria but the criteria do not all have start dates
Hi. I'm trying to build a report that will tell me when we are close to sending bills for a district to the print shop. The criteria is looking at two rows with different names in the Primary Column; i.e. Request Information and Original Proof Signoff but I need different criteria for each when it comes to dates. For example, When Original Proof Signoff has been completed and when Request Information has been started but not completed. The "When" criteria on Reports seems to apply to all of the "What" criteria. Is there any way to apply specific Whens to the different Whats?
Thank you,
Lori
Comments
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Hi Lori,
You would need to have a helper column in the sheet(s) that could, for example, check a checkbox cell.
A possible workaround could be to create two different reports and add them to a Dashboard to see both at the same time.
Would that work/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.
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Hi Andree. Two different reports would not help but I will try your suggestion about a helper column with a checkbox cell.
Thank you and have a fantastic week yourself!
Lori
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Excellent!
Happy to help!
Let me know how it goes!
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.
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