Trying to create a report to use on a dashboard.

Amanda Chiancone

How do I create an 'At Risk' report, from a sheet, to include on my dashboard?

michael tomlinson

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?

Mike Wilday

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!

• https://help.smartsheet.com/articles/522214-creating-reports
• https://community.smartsheet.com/discussion/risk-flag-0
• https://help.smartsheet.com/articles/518547-create-edit-dashboard-portal

Richard Rymill SBP

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 

 

Mike Wilday

Thanks, Richard. Amanda, let us know if you need any help with any of these processes.