Meeting agenda item reports

jinden@wchealth

We're piloting the use of the template set including the past & future agenda item reports.

The issue is the reports aren't pulling the correct data. I added a column to the meeting sheet that is the meeting date (function pulls it in date format from the parent row where the date is entered as text) so each child row is an agenda item and the date pulls in properly.

When i go to run the reports utilizing the same parameters as the set up guide while using the new meeting date column i get no results.

The only time i can get results to populate it to set the report to exclude any dates in the past or future (depending on report) and even then i don't get just the items that have a date attached-its essentially showing me the whole sheet in the report/dashboard widget.

I've attached some screenshots to help with troubleshooting. TIA!

Andrée Starå

Hi,

If you haven’t already, I would recommend that you reach out to the Smartsheet Support Team. Smartsheet Support Team

I'd be happy to take a look and see what could cause it!

Can you maybe share the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting