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 want to use the exact same form and sheet for multiple projects. Ultimately, it's a survey sent out to the customers, and I want each customer to have its own sheet. That way there's no issue of customers being able to see other information, they can only see their sheet with the results
Hi all, I'm trying to solve for a few things with a Business Requirements sheet. Auto-numbering of High Level and Detailed Requirements Association of High Level Requirements to Detailed Requirements Adds, Deletes, Changes. Example - A Detailed Requirement could be moved from one High Level Requirement to another. Example:…
I have a simple automation but it never actually triggers. Alert 2 people (names cut from the image) if the store closed check box was flagged and the upgrade date is in the future. It never runs when I flag a line item - but the test sends it out.
