Introducing a new report builder plus grouping and summary for reports

Ayelet Weiner

This is such a great enhancement, hats off to the Dev team!

Maybe I'm missing something or can't figure it out, but is there a way to sort by the values of the summarized fields? I'd like to be able to see the highest to lowest count by request type.

Jennifer Workman

I too am looking to sort out the "Sum Zeros" from these grouped project, is this possible? Or does anyone know a way to do this in a report?

Madyson Morris

https://community.smartsheet.com/discussion/comment/273215#Comment_273215

Hi Ayelet,

In the Groups tab, you can choose the sorting for each of the group levels. The sort tab sorts the individual rows within the groups. Currently there is no way to choose the sort by the summarization values, but that is a great idea!

Madyson Morris

https://community.smartsheet.com/discussion/comment/272772#Comment_272772

Hi HDR- This was a bug that should be fixed. Please let me know if you are still seeing the problem- thank you!

Madyson Morris

https://community.smartsheet.com/discussion/comment/272238#Comment_272238

Hi Steve-

So sorry that there were issues with your reports- if you can e-mail me at madyson.morris@smartsheet.com I can look into this further for you. An image of the first point would be helpful to understand the problem, and the report ID for one of the broken reports would be helpful as well. To find the Report ID, go to file->properties on the report. I want to make sure that we look into this and that your problem is resolved quickly.

Best regards,

Madyson

Madyson Morris

https://community.smartsheet.com/discussion/comment/272258#Comment_272258

Hi J Tech,

We are in active development of dashboard support. We don't have an exact date, but it should be coming within the next 2 months.

Madyson Morris

https://community.smartsheet.com/discussion/comment/271917#Comment_271917

Hi Sara! There is currently no visual indicator, but that is a great usability enhancement idea! I will talk to our UX designer about it- thank you!

Nick Burrus

Love it!

Bug - When you group by a Contact Column, the contact name isn't shown in the collapsible dropdown.

Would be nice: Let us move the primary column if possible please :)

Ramachandran Kalyanasundaram

Excellent news.. Thank you

Susan Morash

Do you have a timeframe for when the Group and Summarize features will be available on dashboard widgets?

Ed Sheaf

Great enhancement! Love the additional options as it will reduce the number of reports and intermediate grids required.

I too am anxiously waiting for the dashboard widget to showcase these new report formats. Bring it on! 😁

Lori Hight

Where did the "Who" option go? I can filter on an "Assigned To" Column but can't choose "Current User" anywhere that I see so that you only see rows assigned to you when you go to the report.

Andrée Starå

Hi @Lori Hight

If you change it to Is one of (or something like that) you can select the Current User option.

Did that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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!

Lori Hight

@Andrée Starå "Is one of" Is not an option in the New Report Builder. There is no option either for Current User like there was in the old Report Builder. I tried to do "is equal to" and type in "Current User" but that didn't work.

Andrée Starå

@Lori Hight

Here it is.