Monthly Report Generation

Lila De Vera

Hi everyone,

I need to create a monthly generated report, is this possible? I have an online form that departments will submit information to. The monthly report that needs to be generated will be the same information. Should I just create multiple filters? must be a better way. Not entirely sure of the architecture for this Smartsheet.

Ideally, this report would list departments, average costs for trips etc., followed by a few graphs. Now that I write this I am leaning towards a monthly generated dashboard, again, not sure if this is possible.

TIA

Andrée Starå

Hi @Lila De Vera

It sounds like you need to create a Master Metrics Sheet combined with a Dashboard.

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

What do you think?

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 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!

Andrée Starå

Hi @Lila De Vera

It sounds like you need to create a Master Metrics Sheet combined with a Dashboard.

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

What do you think?

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 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!

Lila De Vera

Thank you @Andrée Starå, I will share the workspace with you and provide more details in the invite.

Lila De Vera

@Andrée Starå Thank you for the offer, I managed to figure it out based on the Data Matric Sheet.

Andrée Starå

@Lila De Vera

Excellent!

You're more than welcome!