Can I utilize a dropdown to save me from having to manually edit my filter to see each client

MTSprogramspecialist

Screen Shot 2022-06-23 at 10.59.44 AM.png

I have 3 Smartsheets that are currently feeding a report (see attached screenshot). (I'm having to go the Report route rather than using a Dashboard because Dashboard don't currently allow for bi-directional editing). On each report, I am wanting to filter down my information so I see/access just one client's data at a time. The filter works fine to do that, but now I am wondering whether I need to manually create copies of that report and manually update those filters for each individual client so the correct filter is active. Not only does that take time, it also means that unless I utilize another app add-on, I would have all these separate reports, and if I wanted to make a simple edit to one report, I would have to edit all the reports (obviously something I would like to avoid).

So I would like a way to just have a dropdown or something so I can utilize this one report and toggle between seeing info for my different clients with one click.

Andrée Starå

Hi @MTSprogramspecialist

I hope you're well and safe!

Not sure I follow! can you elaborate?

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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MTSprogramspecialist

Sorry, @Andrée Starå ! I accidentally hit the enter button too early!

Andrée Starå

@MTSprogramspecialist

No worries!

If you could add a so-called helper column in your sheets for which client it is, we could then use that to reference in a filter which client to show from the Report Builder.

Make sense?

Another option, Could you combine all three sheets in one instead, or use cross-sheet formulas to collect all three sheets in another sheet?

Would any of those options work/help?

MTSprogramspecialist

@Andrée Starå Combining the sheets isn't really an option, and it's not like I don't have columns in each of the sheets that I can use to narrow down my reports by client. It's that when I pull the report, I'm wondering if there a way to change between the clients easily (like by using a dropdown / single click) rather than opening up the filter settings and manually typing in the client I want to reactive the filter with that client? I can get technically the information I'm needing right now, I'm just looking for efficiencies which save me from manually typing and/or from creating a bunch of separate reports which each have their own URL (that would be the least preferred option).