Dashboard/Report not updating

TeeM
TeeM
edited 12/09/19 in Smartsheet Basics

We have a team dashboard that is not showing correct data. It seems that the underlying report is not updating. What is wrong?

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 09/25/18

    Hi,

    Try to change something on the underlying sheet(s) to see if the dashboard is updated and also check the settings in the dashboard and report(s) so that it's set to get the correct data. If you're still having issues, I would recommend to reach out to the Smartsheet Support Team.

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hello Andree,

    There are multiple source sheets that are feeding the report. The dashboard is populated from this report. There seems to be an issue with the report not updating. 

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Seems very strange, assuming you have checked your settings and tried some simple updates and making sure that someone hasn't changed the criteria inadvertently? 

    After some Due Diligence on your part, the suspicion has to be that there is a bug, in which... as Andre suggests ask [email protected] and give then the ID number so they can check? 

    Good luck, very frustrating for you. 

    RichardR

  • J. Craig Williams
    J. Craig Williams Top Contributor

    Is the data not being displayed properly date related?

    Craig

  • If i open the report it will temporarily update which will reflect in the dashboard. However, it doesn't save the updates and reverts to the previous incorrect data. It is a nuisance for one, having to log in to the underlying report to make it refresh, but secondly, not save the refresh.

  • J. Craig Williams
    J. Craig Williams Top Contributor

    I saw the behavior occasionally in my own testing of the feature back in Q1. At the time, I thought it was resolved.

    I haven't seen it recently.

    If I find anything in my notes, I'll pass it along.

    In the meantime, reach out to [email protected] or https://help.smartsheet.com/contact

    I would try the second one first.

    Craig

  • No joy from Smartsheet Support :(

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 11/01/18

    What do you mean? Haven't they got back to you? Are you still having the same issue?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • They have got back to me but not resolved the issue. The report that is populating the dashboard is not auto-refreshing even though the source sheets are being saved and refreshed. 

    From a management perspective, we want to be able to look at the dashboard and know that the information is accurate. Senior Management do not have time to be going into the report/s and refreshing them manually. They expect the dashboard to be correct when they review it.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    If you'd like and if it's not any sensitive data you can share it with me and I would be happy to take a look.

    Have a fantastic weekend!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks Andrew, how do I share it with you?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    You can share it with me thru my email [email protected]

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks Andree, I have sent these through by email.

  • Gopikrishna Mamidipudi
    Gopikrishna Mamidipudi ✭✭✭✭✭✭

    I have a similar problem. The "Current User" sees no rows in Dashboard. However, when he clicks on that report in the Dashboard (the underlying report comes up through the EDIT INTERACTION" feature) the user is able to see all rows there.

    Is this a permissions issue?

     

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 12/15/18

    Hi Gopikrishna,

    It's because if you select "Current User" on a report that will be shown on a Dashboard, it will only show it as you are viewing it (or the one that created the report).

    Please submit an Enhancement Request when you have a moment.

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.