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Resource Manager - ability to select field in reports
The reports that can be generated in Resource Manager are quite limited and lack flexibility. I t would be great to be able to select additional fields to the reports. The ability to filter is great, but not so useful is you cannot see all the fields relevant to the filtered group.
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Merged: Report access should not depend on source sheet
This discussion has been merged.
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How to combine duplicate data and sum totals of those rows.
I have a sheet that we track data for on a monthly basis for the same items (example below). I would like to display a "top impressions" and "top clicks" widget on my dashboard, but cannot figure out how to show this data without it being duplicated over the 12 times (once for each month). I know a report will need to be…
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Simple lock row automation doesn't work 100% of time
I have an automation to lock a row once a check box is manually checked off in a report. However, it only works about 80% of the time. I have another automation to unlock the row when unchecked as well however, about 20% of the rows that are checked are never locked. I'm thinking a workaround could be a move row when check…
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Restricting view of a Dynamic View based on report
Hi, I'm wondering if there is a way to restrict view of a dynamic view with filter where the dynamic view is based on a report? I'm using smartsheet report to generate aggregate data from multiple sheets and then I wanted to restrict views similarly to what I can do using sheet filters (Settings/General). However, reports…
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How can I auto-generate a report from a template?
Hello! I have a template that I use for new clients, and I'd like a report that generates for each new template I create - specific to that template. What I'd like it to look like is: A new copy of Sheet Template A is generated in Workspace X - we'll call it Sheet X A new report is automatically generated from Report…
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RYG ball to determine priority involving multiple dates
I have a sheet that lists all active contracts for my department which all have expiration dates. However, I am struggling with this sheet because in all calculations I need to consider any extension dates. I do fine with calculations when there is one date involved but when I need to write them to incorporate two and…
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Auto Refresh for Reports
I'd like to request Smartsheet look into adding the "auto-refresh" feature, currently only available on Dashboards, to Reports. We use reports to filter columns for individuals in teams that share a sheet, but who don't need to see all the columns on that sheet. This works well, except the user is forced to save and…
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Find Reports w/ Specific Filter Conditions (critera)
A user has created probably hundreds of separate reports with varying Filter Conditions. Now I have been asked to updated all reports with a filter Region / is one of / PN or RM and replace it with Region / is one of / MP Is there a way (a) to do this search and replace on a batch of reports at the same time? Preferably…
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What reports are tied to a sheet?
Hi - is there a way to see which reports a particular sheet is feeding?