Automatic report creation with custom template

Hi!

I am working on creating a report in which data is obtained using a Smartsheet form.




For each new answer on the form, a new report or Dashboard must be created, which must have the format below.


I wonder if there is any tool, API or integration with any other platform that would make this possible?

Any help is much appreciated

Thanks

Jefferson Ribeiro

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jefferson,

    I think we can create something without an integration.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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  • Hi Andrée

    I already shared the sheet/form with you


    I'm new and I'm still learning how to use Smartsheet.


    The engineers/technicians perform the tests (tests A, B and C) on some equipment (equipment 1 and 2 for example) and need to answer a form created on the smartsheet with the results of these tests.


    This form generates a database where each answer is in a column of a sheet. From these collect data, the idea would be to generate a report or Dashboard automatically that has a model similar to the one in the figure below.


    For each person who fills out this form, a new report must be generated automatically on the same model.


    How could I do that? I didn't find a way to create reports in this format automatically from the form's responses.


    Thank you for your help!

    Jefferson Ribeiro