Populating Reports from multiple sheets in a Workspace

We have a considerable number of sheets in a Workspace; identical structure for each, just different client.

Within each of those sheets, different users are assigned specific line items (tasks). A report is set up for each user showing the tasks from the various source sheets, that are assigned to that user.

At the moment we are manually adding the source sheets to the users' report. The risk of accidentally missing a sheet is high due to the number of sheets involved.

Can the users reports pick up all the data from within the Workspace rather than listing all the sheets?

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Accepted answers

Frank Falco

You can add all the sheets in a workspace or folder by clicking on the icon but it will selected every sheet, so organizing the sheets you want to report on into folders may be worth considering. You still have to add new ones.

Andrée Starå

@TeeM Yes, that is correct.

You only need to select the Workspace, but then all sheets will be included, so keep that in mind and double-check so nothing that shouldn't show doesn't.

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

TeeM

Thanks to both Andree and Frank🖐️

All comments

Andrée Starå

Hi Terry,

Yes, it can. They can only see what they have access to, or you have to configure the report builder so that only the sheets that you want to include are shown.

Make sense?

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

TeeM

Hi Andree,

The source sheets are all in a specific Workspace and all users have access to these sheets.

What I am trying to avoid is having to list each sheet on each report as the scope for human-error is high.

If I understand your answer correctly, I can just show the Workspace on the report rather than list all the individual sheets.....is that correct?

Frank Falco

Andrée Starå

@TeeM Yes, that is correct.

You only need to select the Workspace, but then all sheets will be included, so keep that in mind and double-check so nothing that shouldn't show doesn't.

TeeM

Thanks to both Andree and Frank🖐️

Andrée Starå

@TeeM

Excellent!

Happy to help!

Kathleen Delisle

Just to confirm, if I select the icon to include all sheets in a folder and later add a new sheet to that folder, I will have to go into Report Builder and add that new sheet manually? The report won't dynamically update because I added a new sheet to the referenced folder. Is that right?

Andrée Starå

@Kathleen Delisle Yes, that is correct. To automatically have the new sheets added to the report the Workspace has to be selected.

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