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How to show a simple List of items in a dashboard?

Sven · 2022-05-05T16:26:16+00:00

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Sven

Hi,

is it possible to create a list for all rows where "column 5" equals "management report"? This list should contain the value of "column 3" (report name) and the row-attachment. So that the list looks something like this:

Sales report 05/2022 ......... File1.pdf, File2.jpg

Tech report 05/2022 .......... FileXYZ.pdf

Some other report .............. PresentationABC.pdf

I know that this is possible with reports - however, the result should not look like a table but somewhat more fancy.

I think the dashboard functionallity is not flexible enough for this - at least I havn't figured out a way to do this.

My last option was to create a html file and use the smartsheet API. This would be a perfect solution for me if I could host the HTML file directly on smartsheet. However I ran into CORS issues. Setting up an application / server for a simple list seems overkill.

Can I do something like that with smartsheet?

Best regards,

Sven

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Sven

Hi @Genevieve P. ,

thanks for your reply. However, the result needs to look more like a management report. Both, card and grid view are not a good fit for this purpose.

Thank you anyway :)

Best,

Sven

Genevieve P.

Hi @Sven

It does sound like a Report has the functionality you're looking for. You can Filter rows by a specific value, and only show specific columns in a Report.

Screen Shot 2022-05-06 at 2.31.09 PM.png

If you don't like the Grid View, Reports are now able to display data in Card View, if that would help, see: Use card view in reports

Screen Shot 2022-05-06 at 2.31.20 PM.png

You can Publish the Report with a default view of Card View, then put that on a Dashboard with the Web Content Widget.

Cheers,

Genevieve