Data accuracy

asisneros84456 · 07/18/19

I am working on a way to verify if data in all my sheets (about 10) is accurate, however, the trouble I am running into is the data is frequently updated. Is there a way to run a report that is like activity log within each sheet?

Thanks,

Amy

Andrée Starå · 07/18/19

Hi Amy,

How would you decide if the data is accurate?

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Debbie Sawyer · 07/19/19

Hi Amy

Have you looked in our Smarter Data Manager feature?

https://www.smarterbusinessprocesses.com/smarter-mini-control-center-smarter-data-manager/

Might be just what you need - lots of other really excellent features in the SMCC too - worth a look

Kind regards

Debbie

asisneros84456 · 07/19/19

Hi Andree,

That's a great question.

I believe accuracy may be the wrong word. I am looking for data completion and congruent information.

We have about 10 different project sheets built with a template for building or renovating charter schools. Each template has a few reports to tell the Project Managers which dates are about to pass and that they need to update the task status, start or end date. I have another report that looks at the phases which break out the tasks into smaller portions. They would do the same and confirm if the phase status, start or end date need updated. We need data to be updated routinely for meetings on a weekly and monthly basis to ensure everyone is aware of the status and next steps on the timelines.

It looks like I can pull login reports and activity logs to capture what was updated and how often they are logging in. My other reports I described are attached as well.

Thanks,

Amy

Weekly Review.JPG

Phase Report.JPG

Login history.JPG

Activity Log.JPG

asisneros84456 · 07/19/19

Hi Debbie,

Thanks this is an interesting concept.

Has this platform been created because Smartsheets cannot add these functionalities or does not plan to add them? How does this system interface with Smartsheets, is it a separate link/signin that pulls data from Smartsheets?

Thanks,

Amy

Andrée Starå · 07/21/19

Happy to help!

Zapier could be an excellent option for this scenario.

Another option could be the new premium add-on called Event Reporting.

More info: https://help.smartsheet.com/articles/2479296-event-reporting-monitor-how-data-is-used-across-your-organization

Would any of those options work?

Debbie Sawyer · 07/21/19

Hi Amy

We have developers that are using the API data to create additional functionality that we know community users are asking for.

Richard Rymill would be more than happy to talk you through any queries you have with SMCC and all the features that come within it, his details are on our website.

Thank you for your interest.

Kind regards

Debbie

asisneros84456 · 07/22/19

Andree,

Where would I locate Zapier, is that an add on located on this site?

Thanks,

Amy

Andrée Starå · 07/22/19

Zapier is a third-party integration/service.

More info: https://www.smartsheet.com/marketplace/apps/zapier

https://zapier.com/

Hope that helps!

Let me know if you have questions!

Data accuracy

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