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
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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
✅Did my post help or 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!
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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