Reports do not update automatically?

Pedro Ribeiro

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

Andrée Starå

Hi @Pedro Ribeiro

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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Pedro Ribeiro

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