How do I save a sheet I created
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.
Answers
-
Hi @Betty
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, andree@workbold.com)
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi @Betty
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).
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.8K Get Help
- 406 Global Discussions
- 218 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives