Generate report from sheets created via Control Center
We have a number of projects provisioned by SCC, around 100+. We want to create a report to pull up all "Project Planning" sheets from these projects as source sheets. These projects are found across different workspaces. And we want that whenever a new project is created, the "Project Planning" sheet will be automatically added to the report as a source sheet. Is that possible? Can we do that on multiple reports?
Best Answer
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Hi @Sabrina R.
It sounds like you may want to take a look at this Help Article: About Dynamic Report Scope
With a Dynamic Report in Control Center you can set up a Report that dynamically adds in a specific Sheet from your Blueprint every time a new project is provisioned:
After you've set up the Report, then added it to the Blueprint that has your Project Planning sheet, Refresh the program to bring in all current sheets. If you need help going through these steps, I would recommend booking a Pro Desk session on Control Center to go through these steps on a coaching call: https://www.smartsheet.com/pro-desk
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
Hi @Sabrina R.
It sounds like you may want to take a look at this Help Article: About Dynamic Report Scope
With a Dynamic Report in Control Center you can set up a Report that dynamically adds in a specific Sheet from your Blueprint every time a new project is provisioned:
After you've set up the Report, then added it to the Blueprint that has your Project Planning sheet, Refresh the program to bring in all current sheets. If you need help going through these steps, I would recommend booking a Pro Desk session on Control Center to go through these steps on a coaching call: https://www.smartsheet.com/pro-desk
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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@Genevieve P. Thank you so much! This is perfect! I was able to setup all the reports that I need.
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