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
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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
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
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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
-
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
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
-
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.
-
Thank you, everyone, for your insightful answers! Great community :)
-
You're more than welcome!
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.
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