Create a ask report/Filter

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.

Best Answers

  • Joe Goetschel
    Joe Goetschel ✭✭✭✭✭✭
    Answer ✓

    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!

    Joe Goetschel | Associate Director, Smartsheet

    CrossCountry Consulting - Smartsheet Partner

    Email me!

    "The only real limitation of Smartsheet is the level of effort required to achieve your goal."

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    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

    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.

Answers