My Task Report on a Dashboard
Hi,
I created a My Task Report to show my current task but with the "current user" filter. I would like to put this on our project dashboard but showing the current users task based on the person viewing the dashboard.
Everything I am trying shows up wrong and only shows my task or nothing at all (missing source report).
Also, is there a way to show summary totals from a report in a chart on the dashboard? I don't need all the infomation, just the summarized counts.
Steph
Answers
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You should have these settings in the report widget Advanced Options
School of Sheets (Smartsheet Partner)
If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!
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Thank you for your help however, that is the setting I have set. I am attaching a screen shot of my report, my settings for the report on the dashboard and what my coworker sees.
The above value I have selected is "current user".
I can see my task on the dashboard but my coworkers do not see theirs.
This a screen grab of what they see. The error "missing source report" Once I share the report out to them, they see my task not theirs.
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HI,
have you tried the other option: use Widget Editor
sorry don't have anyone currently to test this feature out on my project with gantt chart...it's sensitive information on my end.
_______________________________________________________
As for your other question:
show summary totals from a report in a chart on the dashboard? I don't need all the information, just the summarized counts.
I try to make it as simple as possible with some photos to answer your question:
try this:
Step 1: File ----- Create a New report ---
Step 2: Create a New report --- click on SHEET SUMMARY REPORT
Select your sheet : TAH & Educator (or any other sheet) ---then pick your columns (*from your sheet*)
For the columns pick what you would like displayed and it should show a total of the columns on your report status.
Step 3: Go back to your Dashboard and Edit ---- click on "+Add Widget" --- Chart
select the created Summary Report above-- TAH Summary Data REPORT
then there you have your new Chart/graph 😀
Hope this is what you were asking for.
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Hi @Stephanie Tran,
I'm assuming you were able to get this fixed, but I did want to ask if everyone was shared to the reports?
Question back to you is, if you did get this fixed, how did you do it?
Best,
Luis
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