Can Reports be shown in Card View?
We would like to be able to display a report on the dashboard in Card View. Is this a functionality that will be enabled soon?
Answers
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Hi,
Unfortunately, as you've noticed it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi @gcuringa
I hope you're well and safe!
Woohoo! It's finally here! Card View in Reports!
Card view is now available in reports! Combine your project sheets into one report, then view in card view to quickly answer questions like:
- Which tasks are high priority?
- How many issues are in the Implementation stage?
- Which designer has the most requests?
Align the whole team on priority by dragging cards within a lane to save card ranking – without affecting the order of the underlying data in grid view. Learn more.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I setup the card view in a report but on the dashboard the report is still showing in sheet view. I also tried to use the widget view to see the cards but for some reason my cards aren't showing (edit - it does show if I remove the filter to only see cards assigned to me).
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Is there a video to show this by any chance? I can't make it work. Or screen shots pls?
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@Andrée Starå Hi! Help needed pls. How do I see my report in card view? I can't click on it. It does not look as an option.
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Hi @elcm
Is it possible that you don't have any columns that match the Card View criteria? (Dropdown columns: either symbol, single contact, or single dropdown list).
See: Use card view to visualize your project
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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@Genevieve P. Than you so much!!!! I added columns and now the report car view shows. However, when I add my report to my dashboard, it shows as a Grid. Do I need to add it as a web? But then it won't print when I have to print pdf my dashboard. Thank you so much for helping, I spent 4-5 hours on Friday on this!!!
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Hi @elcm
You are correct: Report Widgets currently only support Grid and Gantt view, and cannot display Reports in Card View yet.
You can surface a Report in Card View in a Dashboard by publishing the Report and embedding it as a Web Content Widget, but then yes, this won't print to a PDF.
Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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@Genevieve P. thank you. Yes, not being able to print and send weekly report is hard. I just submitted, hopefully correctly.
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Is Smartsheet planning on adding the ability to view reports in Card View on dashboards?
Any update on this request?
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