New projects not appearing in Report

Jeffrey Domanski · 08/04/21

This must be a user error on my part but I can't figure it out. I have a folder with ALL active projects. That folder is references in my projects status report. However when I add a NEW project, it doesn't automatically populate the report. I need to go in and manually add the new project (Actually, what I do is recheck the entire folder again and that works.) Surely there is a way to let this be automatic, right?

Stanley Blume · 08/04/21

The only workaround I have to this is by making the folder a workspace. Workspaces allow reports to auto update with new projects under them, this will happen for all folders within the workspace. My team uses about 6-7 workspaces instead of folders. Then we move sheets to an archive workspace when we don't want them to appear anymore.

If a report references a folder, then you manually have to update when new reports are created.

This link goes into more detail about workspaces: https://help.smartsheet.com/articles/2026039-workspaces-overview

Stanley Blume · 08/04/21

The only workaround I have to this is by making the folder a workspace. Workspaces allow reports to auto update with new projects under them, this will happen for all folders within the workspace. My team uses about 6-7 workspaces instead of folders. Then we move sheets to an archive workspace when we don't want them to appear anymore.

If a report references a folder, then you manually have to update when new reports are created.

This link goes into more detail about workspaces: https://help.smartsheet.com/articles/2026039-workspaces-overview

Andrée Starå · 08/04/21

Hi @Jeffrey Domanski

I hope you're well and safe!

Unfortunately, it's not possible to keep a report updated automatically in a folder, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

Use a Workspace instead because it will automatically add to the reports.
Use the Premium App, Control Center. Is that an option?

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Jeffrey Domanski · 08/04/21

https://community.smartsheet.com/discussion/comment/300279#Comment_300279

OK - that was an easy fix. I actually just had them in a subfolder WITHIN a workspace. So I moved them out of there into the main workspace folder itself. (and then relocated a few straggler sheets no longer needed in there). So far it appears to have worked so thank you!

Andrée Starå · 08/04/21

@Jeffrey Domanski

Excellent!

Glad you got it working!

New projects not appearing in Report

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