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Rollup Reporting - Escrow System
I've created a set of templates which are essentially extended to-do lists for tracking real estate escrows. Each new escrow gets a fresh sheet inserted into the <active escrow> work group. The user is responsible for adding the new sheet to the master report. Beyond that, I can't ask uses to create links or other "complex" Smartsheet moves.
Each sheet has a projected escrow close date. Question: How do I automatically rolll up the active escrow close dates into a report without requiring the user to create manual links or similar?
I can't justify adding columns to track a single piece of data such as <escrow close date>, <transaction value $> etc. This would be a simple matter in a relational database, but is a continual challenge in the row / column model of Smartsheet to report on a single cell.
Could it be done by having a hyperlink in the template pointing to a report? What is the general solution here?