Reporting
Discussion List
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Dashboard with Filters - Best PracticeIn Formulas and FunctionsHi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this…Answered - Pending Review 1.4K views 5 comments 0 points Most recent by Genevieve P. Formulas and Functions
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Card View for ReportsIn Using SmartsheetAll, Has there been any progress with adding card view to reports? Has this been an approved feature and scheduled for a release? Our company has been pushing a move to JIRA because of the gap with smartsheet in allowing our teams to vi…
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Use report count value in dashboardsIn Formulas and FunctionsHello, I am new to Smartsheets. I have tried searching in the forums, but couldn't get a resolution. Below is the scenario. In Folder - Project Type 1 Project 1 Project 2 Project 3 Using Summarise function of a report, I can get the co…Answered - Pending Review 5 views 3 comments 0 points Most recent by Andrée Starå Formulas and Functions
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Report not updating after source sheet is edited and savedIn Using SmartsheetHi, I am trying to update a report but whenever the source sheet is updated and saved, those updates do not filter into the report. I have tried waiting to see if it just takes some time to update, refreshing both sheet and report, closing…
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Problem with Group By Sheet Name - shows old sheet nameIn Using SmartsheetHello Community members, I want to present team members from several sheets in a single portfolio level dashboard, to show who is a member of what project. The data exists in similarly formatted sheets, one per project, across several proj…
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Grouping dates in reports not working as expectedIn Formulas and FunctionsWe 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…
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Running a report with multiple drop-downsIn Formulas and FunctionsHi. I am running a QI report where we are looking at any kudos for our agents. We want to recognize our top performers, and we have a sheet where we collect that data for specific agents and incidents. On most incidents there will be 2 …Accepted Answer 21 views 7 comments 0 points Most recent by Office of the Medical Director Formulas and Functions
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Report in Dashboard - how to disable the "open report" link?In Using SmartsheetHi all, since some time there is an open "open report" link under each report in the dashboard. But the user should not be able to open the report, how can I disable this? Thank you
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Status Circle AutomationIn Formulas and FunctionsHi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are g…Answered - Pending Review 12 views 1 comment 0 points Most recent by [email protected] Formulas and Functions
