Adding the template "Team Vacation Planner" to dashboard

smiles

Hi,

The title says it all. I've started using the SS template called "Team Vacation Planner" and I was wondering how I could add this onto a Dashboard for quick viewing.

I tried making it into a report but it only brought the columns; sheet name, created, created by, modified by and modified over. None of the names or dates etc listed. Also, I don't have any of the add-ons such as the Calendar, and I'm not in a position to get that feature added on for budgetary reasons.

Thanks.

Andrée Starå

Hi @smiles

I hope you're well and safe!

Ensure that you've selected the correct type of Report. There are two options. Row Report and Sheet Summary Report.

Did 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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

SRLinhardt

Honestly I would just snip it, save the images, and add them as pictures on the dash.

Otherwise you could bring it into the report. As far as the data not populating in the report, it sounds like you need to make sure the sheet is linked and you have chosen all the columns you want to view.

smiles

The sheet has been linked to the report, but the columns don't even appear to allow me selected.

On the template it has the columns; employee, vacation days, start date, end date, forward contact, type and notes. None appear in my image.

Andrée Starå

Hi @smiles

I hope you're well and safe!

Ensure that you've selected the correct type of Report. There are two options. Row Report and Sheet Summary Report.

Did 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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

smiles

Thank you! I had the wrong report. For it to work it need to be the Row Report.

Andrée Starå

@smiles

Excellent!

Happy to help!