Current User - Dashboard/Report

Jenna Bailey

I have a report that is based off of the "Current User" as I am not shared to the underlying sheet. This report is housed on a Dashboard. The Widget is pointing to the "Dashboard Viewer", HOWEVER when I am looking at the Dashboard - there is no information showing, which is incorrect.

Andrée Starå

Hi @Jenna Bailey

If you have an Enterprise or Premier plan the new WorkApps solution recently released in preview would maybe be perfect for this use-case.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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SoS | Dan Palenchar

Hi Jenna,

For any report, you need to be shared to the underlying Sheet(s) referenced in that report to see the data. The Current User feature is intended to adapt to the viewer of the report and show them only line items where their name is listed in a specified contact column.

If you/your organization wants to share users to a sub-set of Sheet level information without Sharing the full Sheet, the options are:

1. Hide the columns in the Sheet that should not be seen, Share the Sheet to users as Editors (Admins can unhide columns). This is not fully-full proof, it will also allow users to use Reports.
2. Publish the Sheet with appropriate editing settings, and give users the link tot he published Sheet with appropriate data hidden.
3. Get Dynamic View Premium Add-On, this is the best option but comes at an additional annual cost.

Jenna Bailey

Thank you for the response, however, I feel like this is an extremely big shortfall for Smartsheet.

Andrée Starå

Hi @Jenna Bailey

If you have an Enterprise or Premier plan the new WorkApps solution recently released in preview would maybe be perfect for this use-case.

Would that work/help?

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!

Jenna Bailey

Thanks @Andrée Starå, I think WorkApps is a great start for sure. However, I stalled on using it because click-through reports off of metrics don't seem to work.

Andrée Starå

@Jenna Bailey

What do you mean? What didn't work?

Jenna Bailey

I got it going - sorry. User error :)

Andrée Starå

@Jenna Bailey

Excellent!

Glad you got it working!

✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!