Discussion List

  • Why don't automated and exported reports show groups?
    In Using Smartsheet
    I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of report…
    Answered - Pending Review
    7 1
    Answered - Pending Review 7 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Grouping Rows
    In Formulas and Functions
    Hello, I have created a smartsheet update tracker, in the format shown in the screenshot below. The separate teams provide their updates in the nested row of the spreadsheet. There are also many formulas on the sheet. I would like to so…
    26 8
    Accepted Answer 26 views 8 comments Most recent by Genevieve P. Formulas and Functions
  • nested groups
    In Using Smartsheet
    Does Sheetsmart allow me to create hierarchical groups? In other words, can I add a group to a parent group? Google Workspace allows for nested groups.
    32 3
    Accepted Answer 32 views 3 comments Most recent by jmyzk Using Smartsheet
  • Grouping
    In Formulas and Functions
    I have a tracker I started from a Project template which I am pulling information from into a Report and for some reason the column I want to group by does not appear as an option for grouping. What is the reason for this?
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Grouping dates in reports not working as expected
    In Formulas and Functions
    We have started using the grouping function within several reports and grouping on a date field but we are coming across tasks with the same dates not appearing within the same grouping? We are not grouping by any other column and the for…
    126 16
    Accepted Answer 126 views 16 comments Most recent by Paul Newcome Formulas and Functions
  • Count # of Parent Rows in a Sheet
    In Formulas and Functions
    What formula can I use that simply counts the number of parent rows in a single sheet?   My scenario: Each parent row is a different customer.  I want to know how many active customers a particular PM is working with and link that number…
    295 2
    295 views 2 comments Most recent by Diego Cardenas Formulas and Functions
  • Sharing folders
    In Using Smartsheet
    Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets". One department has close to 100 files in Smartsheet.  We want to use Smartsheet in other departments as well,…
    4191 7
    4.2K views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Grouping and Organizing Reports
    In Using Smartsheet
    Is it possible to use grouping in reports and manually arrange those groups? For example, I have groups (Initiation, Planning, Execution, Closure, Terminated) to group phases, but then I only have options to alphabetically (ascending or d…
    20 2
    Accepted Answer 20 views 2 comments Most recent by Andrée Starå Using Smartsheet
  • Report Grouping Work Around
    In Formulas and Functions
    I have a list of SOPs and their supporting documents (Forms, Logs etc). As you can see in the Excel example, we have the SOPs in Green and the supported docs below. Some, like the SOP Training/Retraining Record, are used for multiple SOPs…
    Answered - Pending Review
    7 2
    Answered - Pending Review 7 views 2 comments Most recent by Adrienne Van Halem Formulas and Functions