How do I save a sheet (board file) that I created and then add it to my dashboard? I tried many times to add it, but it doesn't appear when I try to add a report.
I hope you're well and safe!
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, [email protected])
I hope that helps!
Be safe and have a fantastic weekend!
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Sheets and Reports are two different types of Smartsheet items. The Report Widget is specific to the Report type of item.
This means if you've created a Sheet (blue) it won't appear as an option to select in the Report Widget because it's not a Report (orange):
You can either create a Report from your main source sheet, then add it to the Dashboard (see: Reports).
Or, if your plan-type has this feature, you could publish your Sheet. This creates a unique URL that allows a viewer to see the sheet without being shared to it (see: Publish a Sheet, Report, or Dashboard).
Then when you have that Published URL, you can use this as a Web Content Widget in your Dashboard (see: Using Web Content Widgets).
Let me know if this makes sense or if we can clarify anything further! If you still need help, I agree with Andrée that it would be helpful to see screen captures (but please block out sensitive data).
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