Reporting

 

Discussion List

  • Dashboard with Filters - Best Practice
    In Formulas and Functions
    Hi 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
    1351 5
    Answered - Pending Review 1.4K views 5 comments Most recent by Genevieve P. Formulas and Functions
  • Card View for Reports
    In Using Smartsheet
    All,  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…
    2989 32
    3K views 32 comments Most recent by Hakim Azly Using Smartsheet
  • Use report count value in dashboards
    In Formulas and Functions
    Hello, 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 3
    Answered - Pending Review 5 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Report not updating after source sheet is edited and saved
    In Using Smartsheet
    Hi, 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…
    Answered - Pending Review
    1 1
    Answered - Pending Review 1 view 1 comment Most recent by Andrée Starå Using Smartsheet
  • Problem with Group By Sheet Name - shows old sheet name
    In Using Smartsheet
    Hello 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…
    Answered - Pending Review
    22 5
    Answered - Pending Review 22 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • 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…
    Accepted
    82 16
    Accepted Answer 82 views 16 comments Most recent by Paul Newcome Formulas and Functions
  • Running a report with multiple drop-downs
    In Formulas and Functions
    Hi. 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
    21 7
    Accepted Answer 21 views 7 comments Most recent by Office of the Medical Director Formulas and Functions
  • Report in Dashboard - how to disable the "open report" link?
    In Using Smartsheet
    Hi 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
    Accepted
    36 13
    Accepted Answer 36 views 13 comments Most recent by Paul Newcome Using Smartsheet
  • Status Circle Automation
    In Formulas and Functions
    Hi, 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 1
    Answered - Pending Review 12 views 1 comment Most recent by [email protected] Formulas and Functions