Is there a way to make reports on a dashboard interactive?

Hannah H
Hannah H ✭✭✭✭✭✭

I would love to be able to check off items in a report directly in my dashboards, without being redirected to the source report or sheet.

I cannot see how to do this - is it possible?


Thanks

Hannah

Best Answer

  • Sandra Guzman
    Sandra Guzman ✭✭✭✭✭✭
    Answer ✓

    Hi @Hannah H


    Currently we can only publish and share view access for reports in a dashboard. I think this feature would be great since we have the ability to publish and allow for editing within a sheet. I plan to submit a product enhancement request for this myself.

    You can select "Advanced Options" when adding your report to the Dashboard and select "Open a Smartsheet Item" when a widget is clicked on. This helps to minimize the need to navigate to your favorites and saves me some clicks through the process so it's easy to navigate between my dashboard view and the report that I may need to update.

    All the best,

    Sandra

Answers

  • Sandra Guzman
    Sandra Guzman ✭✭✭✭✭✭
    Answer ✓

    Hi @Hannah H


    Currently we can only publish and share view access for reports in a dashboard. I think this feature would be great since we have the ability to publish and allow for editing within a sheet. I plan to submit a product enhancement request for this myself.

    You can select "Advanced Options" when adding your report to the Dashboard and select "Open a Smartsheet Item" when a widget is clicked on. This helps to minimize the need to navigate to your favorites and saves me some clicks through the process so it's easy to navigate between my dashboard view and the report that I may need to update.

    All the best,

    Sandra

  • Hannah H
    Hannah H ✭✭✭✭✭✭

    Thanks @Sandra Guzman, this is as I suspected. I find it frustrating to be navigated away from the dashboard at all! I'll submit a product enhancement request also.


    Hannah