Reports do not update automatically?
Hello Smartsheet Community
I have several projects, each one with one Sheet.
I then created one report for each person in the company with filters to pull every task assigned to the individual's name, so that each individual can see only a summary with the relevant tasks assigned to him.
To create this report, I need to select the directory/sheets from where the tasks are being pulled from.
The problem is that when a new project is created, although the parent directory is selected, I need to go to each individual's report and manually select/add the new just created project.
I have seen this being made automatically in the past but I cannot figure out how.
Thanks for your help.
Regards
Pedro
Answers
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You'll have to reference a Workspace, and then It will always include everything in there.
Did 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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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you Andree - let me have a go today as I might need to restructure all the folders to do this.
I will let you know if it worked, thanks.
Pedro
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