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When should we use reports? i see no need to use reports, I want to know is there any importanve of using reports?
Trick question?
Have you ever wanted to publish a view that only showed tasks completed in the past week or month?
Or have you ever wanted a group of consumers to see some columns but not all as a view of a worksheet?
Have you built any dashboards?
dm
yes i have. But how can I use reports in my dashboard?
You can actually display a report directly in your Smartsheet dashboard.
Also, you can publish them as read-only and share links to dynamic, updating reports with your constituents for transparency on processes, timing and the likes.
And if you use a template for multiple projects and want to view the same set of criteria across all of those sheets at the same time such as looking at multiple project plans for all deliverables that are past due and having them in one place.
I am attempted to export to excel. I have two different smartsheet documents to export. One of them exported to excel fine, but not the other. This happened a few weeks ago. I make sure all columns were the correct size & no cells were hidden. "We have found a problem with (file) Do you want us to try and recover as much…
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
