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Historical Report Status
I am looking to increase my efficiency when creating statistical reports.
Each week, we run a report to see how our projects are tracking (red, yellow, green traffic lights) but I what I want to do is keep each weeks statistics so that I can create a historical report of these figures.
At the moment, each week I need to export the report and store it in an excel sheet which contains the previous weeks reports.
Is there any way to do this in Smartsheet?
Comments
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I would just move the previous weeks row(s) to another sheet to store the old data. Right click on the row number and select Move Row to Another Sheet.
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Thanks for the suggestion Greg. Unfortunately, this is a report and so I cant move the rows around. If I had to move or copy rows into another place manually, I will continue to use excel for the historical values.
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Right, understood!
You could export to Excel then import back into Smartsheet. Maybe add to an "Archive Workspace". Or attach the Excel files to rows in a sheet where you can track and organize these.
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Luisa,
What sort of statistics are you building?
Can you post a screen shot?
Craig
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