Reporting

Discussion List

  • Reports: Providing $ totals for only new entries
    In Using Smartsheet
    Hello- I've developed a sheet that tracks new registrations, with info like name, program, registration cost, revenue totals, etc. I want to create a weekly report that includes any new entries added to the sheet since the last report, bu…
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Malaina Hudson Using Smartsheet
  • Count If Current Week
    In Formulas and Functions
    Hi Everyone, I have some daily data with dates and I want to get the week to date numbers off that data (Monday - Sunday of current week). I know countif is needed but I'm not sure how to go thru the rest. Your help is appreciated.
    2624 12
    2.6K views 12 comments Most recent by Hasan Syed Formulas and Functions
  • Anyway to change report columns to show as rows?
    In Using Smartsheet
    I have a report based on a sheet summary that I would prefer showed in rows, rather than columns - is there an easy way to do this? Ideally I would like the above sheet to show each column as a row so, when I use this in my dashboard users…
    Answered - Pending Review
    16 4
    Answered - Pending Review 16 views 4 comments Most recent by Cheryl Collins Using Smartsheet
  • Open Report Calendar View with Current Month
    In Using Smartsheet
    I can open a report in calendar view, but it opens on the first date in the report, and I want the ability to go forward or backward through the calendar. Is it possible to open and show the current month by default?
    Unanswered
    10 0
    Question 10 views 0 comments Started by rholder4tm Using Smartsheet
  • Is it possible to edit a report from a dashboard?
    In Using Smartsheet
    Hi. We are creating a Smartsheet dashboard for our incoming projects. Each project manager will need to make comments to their respective projects. Is is possible, if we add the project report to our dashboard, that a PM can edit the repo…
    Answered - Pending Review
    17 2
    Answered - Pending Review 17 views 2 comments Most recent by Lashawnta Barker Using Smartsheet
  • Trouble using countifs referencing another sheet and adding either "NOT" or an "OR"
    In Formulas and Functions
    I am trying to write something that will do multiple countifs and either include a range of ORs or allow me to exclude rows that have a particular response in a given column. =COUNTIFS({NEOP Tracking Range 2}, [Column5]12, {NEOP Tracking …
    Answered - Pending Review
    10 2
    Answered - Pending Review 10 views 2 comments Most recent by Patrick Vermaas Formulas and Functions
  • Data entry into a report
    In Using Smartsheet
    Hello, I would like to have users enter data into a report, and not the underlying sheet or sheets. I know you can edit data in a report, but you cannot enter new data from the report view. Is this possible? Or are there creative ways to…
    Accepted
    26 4
    Accepted Answer 26 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Maintaining Sheet Parent-Child Relationships on Reports?
    In Using Smartsheet
    Is there a way to maintain the Parent-Child task relationships from a sheet on a report? I am trying to create a Gantt view to use as a timeline on a report so that users do not have to access the actual project plan to see this update, a…
    Answered - Pending Review
    20 7
    Answered - Pending Review 20 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Report Filtering on a Cell
    In Formulas and Functions
    Hi all, Is it an option to Filter out items based on 1 cell in a sheet? We have a project plan and there is a cell that designates the entire project complete that is at the top. Is there a way to exclude data from sheets that have that …
    Answered - Pending Review
    9 3
    Answered - Pending Review 9 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Help with 30/60/90 day view of resources
    In Using Smartsheet
    Hi, I'm trying to build a report that will provide me a 30/60/90 day view of all resources. How many tasks are assigned to each resource in these time boxes. I'm finding if you have multiple resources assigned to a task the report doesn'…
    Accepted
    40 8
    Accepted Answer 40 views 8 comments Most recent by Paul Newcome Using Smartsheet