Indent/Outdent Rows not showing on Reports and Dashboards

Mark H

This has been requested since at least 2016. Available workarounds don't yield a polished look. Please make this work out of the box with no hacky helper columns necessary.

Michelle Choate 2

The ability to indent rows on reports would be huge!!! Especially with the ability to print that way!!

Mike M Consulting

Agreed...Have had several people ask me this same question. We need to be able to show the parent/child relationships from the source sheet in the report.

Joe Cavanaugh

It would be really handy to be able to display the parent child hierarchy the same way it is shown on the main sheet with just the data on the report of the sheet. I have a report where all completed and cancelled status projects show up, and would like them parent/child to be displayed as it is on the main sheet.

Debby Davis

This is a must have for us - we have a workaround but it is VERY cumbersome and gets even worse when trying to use blue prints. Why can this not be done????? Even a 'check box' that could be checked to state 'keep parent/child relationship formatting' would be very helpful.

teresampete

How do we get a Smartsheet team member to reply and answer this basic ask? We spend all this time making a polished look and can only use reports on the dashboards and they look horrible without the indents, hierarchy and don't flow.

Harvey E

Indentation would be a great improvement on reports, but at the very least I would like the gannt bar for parent tasks to appear as it does on the original sheet. Workaround is helper columns and conditional formatting but far from ideal

rabold

Yes, please!

But I am curious about the workarounds, Ken. I generally create a hidden column in my sheet that shows the parent task and then expose that on the report. Are there better ways?

dwfender

@Harvey E - Even that is weird on mind. I made a checkbox column called Header and another subheader that I use for conditional formating.

On the dashboard tho, the formatting doesn't flow through on the gantt charts report. It does flowthrough on a regular task report I created. Very odd functionality that was baked in here.

Jclifton

Really need the ability to have Parent Child relationships show up in reports. Were trying customize reports so individuals can see just information related to them, understand that Sheets have filters in which you can create, but that requires users to select the correct filter. We are trying to build customized reports for users so when they click on the link they see what they need, however reports lose the parent/child relationship. All the work arounds suggested are clunky and not user friendly. If someone lets me know if this idea is already out there I will gladly vote for this, just was not able to find it.

TomJr

Add my vote in to for this ability to turn ON or OFF seeing Parent Child Relationships within a REPORT. I would like to see IF turned on - it would also allow the user of the REPORT or viewing the same report on a Dashboard the ability to use the +/_ to expand or roll up the information dynamically an not just static data view. When can we have this :)

Maxine B

This request is approaching its 8th or 9th ANNIVERSARY - is there any way to provide an update? In 2016 there was a promise that this was being developed

Sylvia Kay

It is super complicated to maintain grouping when displaying data in a report. In a sheet I can easily group by indenting. In the report this grouping is removed and has to be created using complicated helper columns. And even then it is not perfect.

Can you please think of a way that makes this possible.

Another Guillaume

It's been 2 years that the request to display hierarchy on reports like in sheets has been done and we are still being given the answer "use helper column and use the grouping features".

We're now in 2024… I really struggle to understand how the team can be satisfied with telling users to use an ugly turnaround for something that simple. "ugly" in terms of use AND display… don't forget that reports are used for other users to see, among which Executives… that doesn't provide a shiny image, honestly.

Same comes with filters… why Smartsheets allow to make groups of filters in reports… but not in Sheets?
It's like the team is satisfied with a job half-done… make it available for sheets too for god sake !

jfarineau

Another vote for indenting/collapsing in reports/dashboards. I'm currently using conditional formatting but would like to clean up dashboards/reports with the ability to collapse rows. Thanks!