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Slicer In Smartsheet
Hi Community, I’d like to propose an idea that I believe would greatly improve usability and data interaction across Smartsheet: adding slicer-style filtering, similar to what we see in tools like Microsoft Excel or Power BI. It can be done by creating a sheet and building up cross reference with the Main sheet . And than…
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Account "report" on forms usage
I need to know how many sheets have one or more forms associated with them in my account. I wish Smartsheet enabled you to generate better and more reports of account usage, generally. See box.com for an example of good admin capabilities. I'm often wanting to find statistics on our account usage for our leadership, and…
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Resource Management People Export - ability to automate exporting the people list
It would also be extremely helpful for Resource Manager admins to have an automated way to export People Data from RM. Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
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Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
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Group Rows in Sheet, not just in Report
I would like to view rows grouped by their category (from a dropdown column) in Sheet form, so that I can add new rows while viewing my data in an easier-to-read format. Currently it seems grouping can only be achieved in a Report which does not allow me to add new rows. I am new to SmartSheet but have intermediate…
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Print shared user list
I would like to be able to print/export a list of shared users to a sheet, dashboard or report. The AI bot stated you have to manually write down the names. The shared user box is literally a list. Where is the easy button to print?
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View Collections from the Browse Screen
This enhancement request will allow the user to access and view Collections from the Browse menu. Currently you have to navigate into the workspace and click into an asset to view the "Workspace Panel" in order to access the Collections.
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Revamp the navigation to assets when copying rows to another worksheet!!!
LOVE this!!! Can we PLEASE have that each time we need to navigate through our browse button??
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Refresh Rate of Data in Admin Center Reports
I am in my first reconciliation period under the new USM. Per your recommendation, I am using the Seat Type Report and Sheet Access Report to see the activity of my users and to determine who needs to be a Member, and who should be a Viewer. The Reconciliation period is 30 days, yet the reports don't pull live data and…