Automatically add a new sheet to a report

edited 11/09/22 in Smartsheet Basics

I am so sorry. I have googled this question, and seen the same answer over and over. It simply is NOT working, or I am missing a simple little trick.

I have a Workspace created. Lets call it "Training" for this example.

Inside that workspace, the root, I have dashboards and 2 folders "Employees" and "Reports"

The employees folder is many sheets, each sheet is one employee with all their onboarding, training, information and all that jazz.

The reports folder has 2 dozen reports that feed my dashboards.

Here is what I am not understanding, I am working in a workspace, and when I add a new sheet (a new employee), I have to go and manually add that sheet to all 2 dozen reports. Is there something really basic I am missing here?

Best Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @NADamewood

    I hope you're well and safe!

    If you select the Workspace in each Report, it will update automatically with all sheets you add to that Workspace.

    Make senses?

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


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  • NADamewood
    Answer ✓

    Ugh. I figured it out. It was something incredibly simple, and a little baffling. I knew I was missing something incredibly fundamental from the simplicity of all the answers here and on google.

    You must choose the "Root of the Workspace." It cannot be a folder, it cannot be anything other than the "Entire Workspace".

    I am a little disappointed that you cannot choose a folder inside the workspace and have the same functionality, but I can work around it with a little changing the names of columns and rows in my sheets so I don't have conflicting data.