ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project.
i made a few reports that sum up info from all sheets
my problem is that every time i add a sheet to the folder i need to manually add it to all my reports
how can i make it that every sheet i add to that folder will automatically be added to a report?
Best Answer
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Hi @inon rettig
I hope you're well and safe!
The only two ways to keep the reporting updated are using a Workspace instead or the Premium App, Control Center.
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
-
Hi @inon rettig
I hope you're well and safe!
The only two ways to keep the reporting updated are using a Workspace instead or the Premium App, Control Center.
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.
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Im about to upgrade from trial to either pro or business. You say that will help?
Also just move the folders from sheets to workspace?
Sounds too easy 😉
Any way still didnt check the difference between sheets and workspace
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Oh, and thank you for your answer
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Excellent!
Happy to help!
Let me know if I can help with the upgrade to Pro or Business. I would, in general, recommend the Business plan, but of course, it depends on your needs.
Btw, I had a look at your work. Looks Amazing! 🤩
✅Remember! 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.
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