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Merged: Assignee (Contact) Swim Lanes in a Report in Card View
This discussion has been merged.
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Allow Summary from Report Group as a metric option on dashboard
The grouping and summary feature is great and in some circumstances may replace the need to create some sheet summary fields. However, in absence of being able to use as a metric on a dashboard, unfortunately this duplication may still be required.
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How to merge rows from multiple sheets in a Row Report instead of stacking them?
In my Row Report, I’ve selected two source sheets. Each sheet has rows that meet my criteria, and both contain a common unique ID column. Currently, the report displays four rows total (two from each sheet) — Smartsheet stacks them one after another. What I’d like to achieve is to merge the rows with the same unique ID…
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Allow Automations to send PDFs of Reports
When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report. I have used this feature to add Contact and Address Information to the PDF that is created. Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER…
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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
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Text Wrapping on Report Group Headings
It would be very helpful to have text wrapping on the headings that appear when you 'group by' on reports. In our case, we group some reports by project name as this is most intuitive for the users of the reports. These project names can often be several words long, and it looks really untidy when half the project name…
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How do I sort a report by Form Submission Date?
I have a sheet where all submissions are coming from a form. On that sheet, they are automatically sorted by Submission Date as specified in the form settings. I need to create a report of those same form submissions also sorted by Submission Date, but I cannot pull in or sort by the Submission Date column. Please tell me…
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Troubleshooting Sheet Summary "INVALID DATA TYPE"
Hoping that the community can explain this issue I cannot solve (nor can AI). Today we added a Y2026 Savings column to our sheet. Column formulas were all updated as well to look for values with "effective dates" in their corresponding years. Sheet Summary (for Dashboard) formulas broke returning "INVALID DATA TYPE". Tried…
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Report Help!
Hello, I need to do a yearly side-by-side comparison for providers and their privileges. I thought if I rolled up two yearly metric sheets (one for 2025 and one for 2026) into a report this would do the trick; however, the privileges carry over from each sheet instead of merging and now I can't show them side by side. Any…
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Ich habe eine Business Lizenz und möchte Berichte für Mitarbeiter freigeben.
Hallo. Ich bin noch nicht lange hier bei Smartsheet und habe einige Probleme zu verstehen, wie ich Mitarbeiter für von mir erstellte Bereiche oder Berichte zum Bearbeiten oder Betrachten freigeben kann, ohne kosten zu produzieren. Ich habe diverse Berichte für Kollegen als "Bearbeiter - kann nicht freigeben" freigegeben.…