Welcome!

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?

Find more posts tagged with

Manufacturing

Reports

Project Management

Comments

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!

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.

Sign in to join the conversation!

Quick Links

Trending discussions

Web view?
@Paul Newcome , Hope you are well. Question for you, meant to ask quite some time ago but forgot. You had shared this right after Engage 2025. I'm unfamiliar with the view and how to create it. Can you tell me about this view?
Change owner of a sheet when the new owner is the workspace owner
I am trying to change owner on a Smartsheet sheet to the owner of the workspace it is located in. I keep getting an error message stating the permissions need to be managed at the workspace level. I am unable to change owner for the sheet at the workspace level. Not sure how to accomplish this change. HELP!
I Want to Filter Based on a Status and Date
Hello all, I have a weekly report that I'm building and would like to be able to only expose two weeks worth of status. The report has a status and a commit date column and I'd like to remove anything that is "Done" and more than 2 weeks old. I'm trying to avoid having a report that has 100 rows of tasks that have been…