Daily report not updating

Options

Hello Smartsheet community,

We are currently facing an issue with our daily reports intended to check which deliverables are late.

We have a structure with several dashboard for project follow-up, in which we have a deliverable sheet with due dates. Inside of it, we have a formula comparing the TODAY and the due date to flag which deliverable is late. We are then using this indicator in a report to collect all late deliverables. The problem is, we are facing issue with the updates of those report on a daily basis. Everyday, the indicator is changing and if we are not saving each deliverable sheet one by one everyday, the information in the report is not updated so late deliverables are not showing.

Is there a way to solve the issue avoiding having to go save each sheet everyday?

Thank you,

Jérémy

Best Answer

  • Jeremy RENAUDIN
    Jeremy RENAUDIN ✭✭✭
    Answer ✓
    Options

    Hello Ben,

    Quick feedback on my final solution on this. I've tested the Zapier method but it was not practical for our case since we have too many sheets concerned. However we spent time to add a "master sheet" which include only the TODAY() date that is saved everyday and we cascadated this date to everysheets impacted. We first tried to just linking one cell with the one in the mastersheet but it was not working for TODAY() updates, so we are now updating all the cells directly by changing all our formulas with the this date saved everyday. The great thing with that is this solution can be repeated for any new project we will have in future.

    Thanks again for the help and the direction for researches.

    Jérémy

Answers

  • Ben Goldblatt
    Options

    Hi @Jeremy RENAUDIN,

    As you found, in order for the TODAY function to recognize today's date on a sheet and update accordingly, the sheet must be opened and saved. I highly recommend Submitting a Product Enhancement Request to see if we can get something implemented in a future release that could perform a refresh on the backend to update date-based functions.

    In the meantime, you may also want to check out this article from one of our other Community members: https://ronin-global.com/2017/03/15/forcing-today-refresh-in-smartsheet/

    This article walks through using a third-party app called Zapier to force TODAY refreshes in Smartsheet.

    I hope this helps!

    Thanks,

    Ben

  • Jeremy RENAUDIN
    Options

    Hello Ben,

    Thanks for your reply, that made me realizing the issue was on the TODAY() function itself as you mentioned and I've pushed my researches in that way. Your link is really helpful and I'll try to set up something today to test it during the night. If that's not ideal, I might use another solution that I've seen consisting of having a sheet dedicated for the today's date to be linked to all the sheets that are using it. I've understood that refreshing there will cascade to all the concerned sheet so it'll work too, it'll depend on both usage.

    In any case, as advised I'll submit a Product Enhancement Request.

    Thanks for the support,

    Jérémy

  • Jeremy RENAUDIN
    Jeremy RENAUDIN ✭✭✭
    Answer ✓
    Options

    Hello Ben,

    Quick feedback on my final solution on this. I've tested the Zapier method but it was not practical for our case since we have too many sheets concerned. However we spent time to add a "master sheet" which include only the TODAY() date that is saved everyday and we cascadated this date to everysheets impacted. We first tried to just linking one cell with the one in the mastersheet but it was not working for TODAY() updates, so we are now updating all the cells directly by changing all our formulas with the this date saved everyday. The great thing with that is this solution can be repeated for any new project we will have in future.

    Thanks again for the help and the direction for researches.

    Jérémy

  • Hello, I am Zubair from Reviewsed.com; I am the co-founder of Reviewed; as all know Covid change the way of working so we all are working from home so for management I want something like smartsheet to manage my employs activities, So can anyone guide me

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Zubair hussain khan

    How can I 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!

    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.

  • KaithlynMoore
    Options

    Hello Zubair,

    I am Kaithlyn Moore from Techlectual.com. I can help you. Would you tell me how can I contact you?

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!