Creating a Survey Intake Sheet Summary from a Template

Colette De Nardo

Hello,

I downloaded the Template Set - Employee Pulse Check and need some guidance on customizing this Survey Intake Sheet Summary Report. I have added my questions in the Survey Intake Sheet and hid columns that we don't need. I didn't edit any formulas or delete anything from the sheet. However, when I open the Survey Intake Sheet Summary Report, add my sheet and click Columns, I'm still seeing the columns in the original template and not the ones in my sheet. I can't seem to figure out why. The screenshot I shared shows where I'm referring to in the report. Any suggestions or recommendations on how to resolve would be great!

Thank you!

Andrée Starå

Hi @Colette De Nardo

I hope you're well and safe!

How did you add the new questions?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Colette De Nardo

Thank you for your help Andree. I downloaded the Smartsheet template set, hid all of the columns that we don't need and just changed the text of the questions. I think I may have found the answer though (hopefully). I appreciate it!

Andrée Starå

@Colette De Nardo

Excellent!

You're more than welcome!

Make sure to check for new columns in the report. Was that the issue?

✅Remember! 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!