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.
A filter I've been using is suddenly acting oddly. I have a list of associates with Year, Manager, and 1-over Manager columns. My filter looks for Where Manager is one of Current User OR 1-over Manager is one of Current User. The result shows correctly except it only shows the results for 2023 and 2024, not 2025 or 2026.…
I set up a report to get emailed to a few people once a month. I would like to edit who is receiving this report, but I can't find the report schedule. I found a few posts about this but clicking on File—>Send as Attachment just allows me to set up a new schedule. Can anyone help?
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
