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Show Attachments on a Smartsheet Report
I have an ask from our management to highlight the sign-off of requirements for our projects. In our current state, our team uses a fillable PDF that is signed electronically by our stakeholders and then attached to the corresponding row in the Project Plan sheet that contains the milestone for sign-off. I am being asked…
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Proof Tracking
Hello! I am pretty new to smartsheet. We are trying to use the proof function to gather approvals on our projects. We have several different projects working at the the same time. Is there a way to create a report to see which proofs have been sent and which have been approved?
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Locking report settings
Is there any way to lock a report's settings once it has been set up ? I can't find anything in Smartsheet about report settings and have some concerns inexperienced people may go in and accidentally change things.
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Automation and Task Re-assignments
It would be nice for an Admin to be able to: (1) see, or run a report for, the automation workflows a specific user is attached to; and, (2) selectively edit and reassign automation assignments and tasks to a new user based on a pre-existing user (for example, when a person leaves an assignment group or company).
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Data Shuttle - Need to filter new hires within last 30 days
Hi everyone, I'm trying to set up a Data Shuttle offload that will export the following information into OneDrive: Employee Name Role Manager Employee Type Hire Date The problem I'm running into is that I am not seeing any viable way to filter the results within the last 30 days. I setup a report for this as well but…
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Summary Sheet/Report/Cards/?
I have no idea how to even approach this. I have played with using a report summarize some data using different views, but the formatting so limiting that I cannot get anything useful. I have a main sheet that tracks evaluations. For this summary I want to show just a small bit of data. I have columns that I want to use in…
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Dropdowns in a dashboard, is it possible?
I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total sales for each month, and even quarter, down to how many projects they have completed…
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How do you apply text wrap to the sheet name column in a report?
Since this is not a column from the underlying sheets, but rather a system-generated field, is there a way to apply text wrap to this column in a report?
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Can you move the grouping in reports above a different column?
I am trying to report on sheets with different primary columns so I want to hide this in the report but doing so hides the grouping as well. I tried changing the column order before adding the grouping but then it reverted to having the primary column on the far left.
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Banded Rows for Reports
It would be nice if reports created banded rows automatically instead of having to create complex formulas in the source sheet to band rows that flow through to reports. Most of our reports come from one master sheet. If I create banded rows based on one set of criteria, it works great for that specific report. However,…