Reports

Bruce Case

I have been using Smartsheet for ~8-years and to this point, I have had a master Sheet with data from about 20 Project Managers, so it was easy to create each of them a Report to pull just their data. I am now doing the same thing, but for our Global Account Management Team -- where we have several hundred Account Managers. I would like to use the same approach, with a single master Sheet -- but how can I avoid creating hundreds of Reports, one for each. Is there another/better way? As an example, I know in Forms, you can add parameters to the end of the URL that would populate certain things in the Form -- so, is there a way to do that in Reports -- or something that would allow me to create a Report, then have it populated by the Account Manager as they display it?

Amanda Zahm

Following! I would also like to know how to do this!

Jana Brits

Hey,

Make sure that your Project Manager or in your case Global Account Managers' names are in a Contact List column. Then use the current user option in your report builder under "Who". With this you only need to create one report for all your Global Account Management Team.

Kind regards,