Sheet Summary Report - Want to edit fields within report
I created a Sheet Summary Report, and have found that the fields within the report are not editable, unlike a Row Report. In a Row Report, I can click into the cell directly within the report and update it. On my Sheet Summary Report, the cells in report are locked down and uneditable.
Am I missing something in order to be able to do this? Or should I submit an enhancement request for this functionality? If it's not current functionality, is there reasoning behind why a Row Report will allow it but a Sheet Summary report will not? I want to use a Sheet Summary Report as a Current User status report and it would save so much time to update overall project statuses from within the report instead of going to each individual report.
Comments
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Hi Sara,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Yes, Please submit an Enhancement Request when you have a moment.
I hope that helps!
Have a fantastic day!
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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Thanks for the reply! I will submit an enhancement request now.
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Excellent!
Happy to help!
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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Hi Sara,
You actually can edit some summary fields from a report. Right-click a row in the report and select Edit.
Some fields may still be read-only if they have formulas in them, but others can be edited.
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Thanks, Shaine!
That's excellent!
I assumed it didn't work because I had formulas in all Summary Fields.
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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I assumed it didn't work because I had formulas in all Summary Fields.
Fortunately, I was wrong! Sorry about that!
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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Oh yay thank you so much!! Actually for me, the right-click didn't work, but the little drop down arrow to the left of the row allowed me to Edit. I am so excited, this made my day! (and will make my team's life easier!)
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And you can now disregard my enhancement request.
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