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How do I create an 'At Risk' report, from a sheet, to include on my dashboard?
Do you know what your parameters for "at risk" would be? Also what fields you'd like to report on?
Also, screenshots of your sheet can be helpful if you're willing/able to share, but if you'd prefer they remain anonymous then can you explain what you're trying to report on specifically, like a list of column names and data parameters?
Hi Amanda, are you already doing something on your main sheet to flag at-risk rows? From data on your main sheet, you can create a report which shows only those rows that are at risk. Then you can add that report to your dashboard. These links should give you some inspiration!
Nice one Mike, can I also add that by adding a Report as a tile on your dashboard with the right filter criteria, means you always see the latest "Risk Report" and then add to that, if the visible subject field also hyperlinks to sheet where that Risk exists, you have a high level view that is easily drilled down to the action.
Hope that helps
Richardr
Smarter Business processes.com
Thanks, Richard. Amanda, let us know if you need any help with any of these processes.
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
I am extremely frustrated and disappointed with my current Smartsheet experience. I have paid for a Pro subscription, I am the owner and administrator of my account and sheets, and I have confirmed I am logged into the correct account. Despite this, Smartsheet is not recognizing my Pro subscription, and I am unable to…
