Filter a report by users email?

05/27/21
Accepted

Hi everyone,


I have set up each PM in our company to receive an individual report based on who is listed in the "PM" column in engineering sheets filled out by each engineer.


The report for each PM combines the multiple sheets. I am concerned after doing a couple tests because smartsheets contact management seems to be slightly wonky. For instance, if somebody decides to change their contact name (for instance from Matthew to Matt), the filter set up may not work as it would be filtering by "Matthew" and not "Matt".


Is there a way to filter by email address only? It seems like the contact cells on the individual sheets only show the contact NAME of the contact, and there is no way to pull an email from that column. I don't see a formula-based way to pull the associated email out of the cell.

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Best Answer

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Andrew1983

    I hope you're well and safe!

    To add to James's excellent advice/answer.

    Here's how it looks in a report.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Have you tried to set the filter to Is One Of Current User? That solves the name change problem.



  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Andrew1983

    I hope you're well and safe!

    To add to James's excellent advice/answer.

    Here's how it looks in a report.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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