Report Builder Problems

patrick.schexnailder106616

With the recent (Sept 19, 2019) update, non-licensed users no longer have the ability to update their Report Builder within SmartSheet.  This poses a significant problem for my company, as we have multiple licensed users and ~100 (non-licensed) individuals who execute the tasks assigned. 

Am I correct in thinking that each licensed user will need to manually add the sheets to each report builder so that the report query functions correctly?  This is not a scalable approach, as it would require each licensed user to do this 100x for my company every time a new sheet is created.  In my company licensed users to not have access to other licensed user sheets. 

I understand SmartSheet wants to increase the number of licensed users (to increase revenue), but is there a way to give non-licensed users a way to add sheets to their respective report builder?  I would be OK with the non-licensed users not having the ability to make other modifications to the Report Builder.

Andrée Starå

Hi Patrick,

There might be a workaround.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

patrick.schexnailder106616

Andrée,

Thanks for responding to my message.  I am in the process of creating/sharing an example for you (as requested).  However, is the email address you provided associated with a SmartSheet license?  If so, you won’t encounter the problem my colleagues are facing with adding sheets to the Report Builder--this is only a problem for non-licensed accounts.  Can you either confirm your email address ([email protected]) is not associated with a SmartSheet license or set up a ‘dummy’ account and send me the email associated with that account? 

In the interim, I am attaching a screen shot of what my colleagues encounter.  Adding new sheets to the 'Where' box is what I am trying to accomplish.  It isn't scalable for me to manually add sheets to each individual Report Builder, as there are multiple people creating sheets, I do not have access to all of the sheets, and we currently have ~100 people this impacts.  Ideally, the end user would add newly created sheets to their own report builder when the sheet is shared with them.

 

Patrick S.

Andrée Starå

Happy to help!

You can go ahead and share it to [email protected]

Best,

Andrée

patrick.schexnailder106616

Andrée,

 

I have shared Example Sheet 1 and Example Sheet 2, as well as a simple report of the example I am facing.  I have programmed the report to search Example Sheet 1.  I am trying to figure out a way for you to add Example Sheet 2 to the report search query.  As a reminder, I am having trouble with this when non-licensed users try to add sheets (they can access) to their report builder.  See image below.  Thanks.

 

Patrick S.

Andrée Starå

Happy to help!

I'll take a look and get back to you!

Best,

Andrée