Report Builder and Sheet Summary Report - Auto add new sheets

Richard Heath

I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report.

Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking for.

As an example, I have a Sheet Summary Report that produces ALL project finances for a specific client that we are delivering multiple projects for. (Like a portfolio I guess). If a new Workspace (Project) is added in the future,  I have to manually go back into the Sheet Summary Report and add the sheet in the new Workspace to the Report Builder. Seems counter-intuitive. 

I don't believe there is a work-around to have the Report Builder to select ALL sheets, rather than Workspace by Workspace?

I've added an enhancement request already.

Regards,

Richard. 

Andrée Starå

Hi Richard,

Great idea! That would be a great addition to Smartsheet features.

It could be an account-wide option so that it would include all the sheets but, filtered thru the report builders criteria.

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

Or even breaking it down to Workspaces vs Sheets and being able to select those headers (one or both). That way you can select Workspaces to include all of them, but not include any sheets used for testing so long as they are kept within the main Sheets folder.

Andrée Starå

Yes, more flexibility would be powerful!