Create a ask report/Filter

Nix · 01/19/22

Hello, dear community members,

Would really appreciate your help here. I am trying to create a "user report" - the kind that will show me which task is assigned to a specific user, across multiple sheets. All the explanations on the learning center refer to non-existing features on my (?) Smartsheet (for example, columns such as "who" and "where" that don't appear at all when I create a report).

Many many thanks in advance to whoever can help me here.

Joe Goetschel · 01/19/22

The Resource Management add-on would help you a lot with this. See the video here How to use the Resource Management Panel - YouTube

Otherwise, only other solution would be to ensure all the sheets you are pulling into a report have an Assigned to column (Who) and a task name column (where). From here the report will show you where the sheet came from by default. The easy way to not have to pull a report each time is to create a Workspace where all the sheets live, then in the report select the whole workspace.

more info on building a report you can find here Gather Data and Report (smartsheet.com) This is located in the Smartsheet University

Hope this helps!

Andrée Starå · 01/19/22

Hi @Nix

I hope you're well and safe!

To add to Joe's excellent advice/answer.

Another option would be to use a Report and set it to Current User, and then the one looking at the Report would only see their tasks or similar.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Joe Goetschel · 01/19/22