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Allow Data Shuttle to use reports to offload data

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Hi,

I have a Dynamic report that gathers information from the same sheet across a number of projects and displays the lines that meet a certain filter criteria. Currently I have to export this to an excel file and add it as an attachment to the sheet that I want updated by the Data shuttle workflow. It would be good to point Data Shuttle to the report and design and offload workflow to do the first manual step.

Cheers,

Ed

24
24 votes

Idea Submitted · Last Updated

Comments

  • SPIPMO
    SPIPMO ✭✭✭✭
    edited 02/03/23
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    Best if Data Shuttle can Offload data from a "report format" not just on "grid format".

  • mmccar29
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    Reports are great for rolling up information from many sheets (over 100 in our case). Need the ability to automate offload of this report into an excel document so that as the report changes we get up to date sheet data

  • ronhay
    ronhay ✭✭✭
    edited 10/05/23
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    I vote for this. In a world of 100's of projects with Control Center, the only effective way to offload artifact data at a portfolio level is to use a dynamic report but Data Shuttle doesn't currently support this.

  • Will Davis
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    This would be great. I am having to create 2 Data Shuttle tasks per new sheet I add due to the huge amount of data I am storing in a Data Table. It would be great if I could instead just select a report as an offload source and have that one huge .xlsx file then be uploaded into the Data Table.

  • Will Olson
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    I would vote for this functionality as well. The limited ability to export Reports from Smartsheet is a huge miss. Having to go into each report and manually configure an auto-email is very tedious if you have dozens if not hundreds of reports.

  • marc4
    marc4 ✭✭✭✭
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    SImple way of doing this is to use the API.

    One call gets you a list of all reports you have access to. The you can make a call for each report and get it as excel or csv


    /marc

  • Danielle Wilson
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    This is something I would instead recommend doing with DataMesh! For the initial use case, you could still create that report but then if you're looking to have that information populate another sheet, you would just use the report as the source for DataMesh.

    Danielle W.

    Product Marketing

    Smartsheet

  • eliweitz
    eliweitz ✭✭✭✭✭
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    Just coming back to this as I'm finding relevance on this now. We currently use a set of reports as an abstraction, combining data across a multitude of sheets, spread out from various smartsheet workspaces. This feature would be super helpful, as it could provide a condensed and filtered view directly to the offload, rather than having to work with API or offloading a ton of sheets to get the same result.

  • MHalvey
    MHalvey ✭✭✭✭✭
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    I couldn't agree more with being able to use Reports for Data Shuttle offload.

    Case: One major shuttle we use often is to update dropdown contact list of our employees and contractors. The source sheet lists are separate due to the way we gather the information but there are a few sheets that require the contact lists to be combined.

    Current Solution: I've had to create multiple sheets and shuttles to merge the data into one offboard excel file that is used to update the contact dropdowns. Then every Sunday night, that merged contact list sheet has it's rows moved to an archive sheet that I then use Bridge to delete those moved rows. Monday morning, a new list is added into the merged contact list sheet and then data shuttle runs the contact columns updates an hour after it's repopulated. If I don't run the Sunday night process, old user won't be removed from the merged contact list sheet.

    However having a Report that merges those two source sheets today and running a Data Shuttle off that would be amazing!

    Michael Halvey

    "Strive for Progress, not Perfection."