Edit specific sheet columns through a report

Anelise Wilhelm

Hi there,

In the past I was able to create a report and publish it in a way so that people with the link could edit the sheet rows through the report.

I'm trying to replicate that again today and I don't see (or remember) how to accomplish that.

Any clues would be greatly appreciated.

Thanks,

~Anelise.

Mike Wilday

Yes, Reports allow for editing by editors. Simply create a report, share it with the appropriate users, and they can edit the rows of the reports which will populate back to the main sheet. 

Some Caveats: 

• The editing user will also have the ability to edit the main sheet and will need to be shared as editors on the main sheet. 
• Fields that contain formulas are not editable on Reports. 

 

Mike Wilday

Here's more on creating and sharing reports. 

• https://help.smartsheet.com/articles/522214-creating-reports
• https://help.smartsheet.com/videos/smartsheet-reports
• https://help.smartsheet.com/learning-track/product-partners-track/consolidate-and-increase-visibility-smartsheet-reports

Paul Newcome

The key word I am picking up on is "PUBLISH". Reports can only be published as "Read Only". Using a link to a published report will render it un-editable regardless of permissions/owner. 

 

Mike's info is correct in that to edit a report, users will need direct access (and not published access) to both the report AND underlying sheets as editors.

ChristyD

How do you give someone "direct access" vs published access?

Genevieve P.

Hi @ChristyD

You would need to share that contact/email address directly to the sheet. See:

https://help.smartsheet.com/articles/2482533-share-a-smartsheet-item