Lock Filters in Reports
Is there a way to do this? I have a master request sheet that employees can request all types of things. I want to then setup reports for each department to see their requests. So Marketing for example can see all the marketing requests. I don't want them to be able to see HR requests though. So I would like the report to lock the filters and only show marketing requests. I don't see a way to do this? Any advice would be appreciated!
Answers
-
I have the same need to set a filter for a report and embedded dashboard views. I have many projects and would like to set by department and/or open/closed status.
-
@Steve Krutsch @Patti Switts I recommend either publishing the reports and/or dashboards as view only, or changing the permission level of the viewers to view or comment only. But then you have to produce several reports for each view (one per department) and manage permissions between (for e.g.) Marketing and HR.
(DynamicView is probably the best solution longer term.)
dm
-
Hi Dale,
Thanks for responding. I know that doesn't work with a sheet in card view on a dashboard, sadly..... I ended up creating 3 'Group' Dashboards with the filtered reports separately as your second suggestion which works well for the Project Teams and SME base. With 30 different departments, individual department reports is not maintainable. My Executive team keeps asking for the set filter feature.
Thank you.
-
Hi @Steve Krutsch & @Patti Switts
I hope you're well and safe!
To add to Dale's excellent advice/answer.
- Another option could be the Premium App, WorkApps.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Andree,
Thank you for the suggestion - that does allow for filtering. By chance do you know if there is a trick to collapse the empty columns when displaying in Card view within WorkApps?
Have a great day. Thanks
-
@Patti Switts " I know that doesn't work with a sheet in card view on a dashboard, sadly". Which part doesn't work? Card View is now available via reports ...
I have gone as far as to create workflow that moves rows from a master intake sheet to department specific sheets - that creates lots of maintenance unless only some departments need privacy (HR usually the key).
Andree is right though. To scale a solution like that you need some additional SmartSheet tools.
dm
-
For a smaller company like ours the additional costs for this one use case just doesn't make sense. The problem with publish and view only is I need those departments to be able to update the status of the ticket.
-
Have you explored using WorkApps?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Happy to help!
Unfortunately, I don't know a way to collapse the empty columns in Card View.
It's an excellent idea!
Please submit an Enhancement Request when you have a moment
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Card View in Reports isn't publicly available yet, so I think you'll need to update your post because it's under NDA.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
@Andrée Starå No because I believe its an additional cost. As a smaller company I can't justify the cost for this one use case.
-
Ok. To clarify, if you have Enterprise or higher, WorkApps is included for licensed users.
Would that help?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi,
Sorry Dale I wasn't very clear....'that' could be so many things..... I was referring to 'published filtered view only' didn't work on dashboards, to be fair I didn't try all the variations of permissions. Now, we do have the Enterprise version And work apps did allow to set filters.
I just started to experiment with the automation/workflow to move rows to create group specific sheets, I haven't mastered it as yet but glad to hear it's been done. It is a balance to consider long term on-going maintenance.
Thank you ! Really appreciate the help!
-
@Andrée Starå We only have a business level account unfortunately.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives