Dynamic Report - read description, it may not be what you think

David Lewis
David Lewis ✭✭✭
edited 09/09/22 in Smartsheet Basics

I built reports for each of the leaders (roughly 20) of a group in our org based on filtering the data the report is looking at, by the leaders names. When these leaders move to different positions or leave, I have to manually go into each report and change the filter to the new leader. Is there a way to reference a separate grid with the leadership titles and the current leaders to populate the filters, so I only have to update that grid instead of the reports?


  • JCluff
    JCluff ✭✭✭✭
    edited 09/09/22

    Our solution to staffing changes was to index/match our assignment columns using a "Team Sheet" and a "Role" column. The Team sheet is just a list of roles in one column and the contacts in the next. When someone leaves or changes roles I have a report that I filter to the Role that changed and update the contact from there. This way you can filter your other reports by role rather than assignee and make 1 change instead of 20. It will take some time to set-up, but will save you a ton of time in the long run.