Report Builder and Sheet Summary Report - Auto add new sheets
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.
Comments
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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
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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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.
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Yes, more flexibility would be powerful!
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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