Folders within a workspace should sync just like the workspace itself when creating a report.
I recently discovered that a folder within a workspace (which has the look and feel of a folder) does not function in the same way as the workspace itself. When creating a report I may want to focus on a subset of items in a folder and ensure that it syncs anything within that folder. In my case, my workspace contains…
Count If Current Week
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.
Filtered Sheets in Developing Reports
I have a report that is filtered by a particular folder within a shared workspace... everytime I remove items from that folder the report no longer watches the folder, and it turns into individual items within the folder... Is this common behavior? Has anyone else experienced this behavior recently? I want the subfolder to…
Report Summary and Grouping: add custom formatting
A few things that would improve Report Summary and Grouping: Ability to format the summary data (IE into $ format) Grouping by contact column Pull summary data as a metric into a Dashboard Thanks!
Is there a way to create a report that can be Sorted/filtered by a viewer.
Hello, I have a source sheet with tons of data, and I would like to create a summary report to present to my clients. I do not want my clients to be able to accidently edit any of the information in the data set, so the columns need to be locked, or the people with access have to be viewers. In either of these options it…
Automatic inclusion of new sheets within a report
Am I wrong to assume that new sheets will be automatically included in a report when I select a folder level of sheets when building the report? Currently I'm having to manually go back and re-select the folder level of sheets each time a new sheet is created inside that folder. The following screen shots show a before &…
Save a report on a monthly basis
Hi I have a Smartsheet report that I need to save a snapshot of on a monthly basis (1st of each month). Ideally I'd like this automated so that it is downloaded as an excel spreadsheet each month. Currently this is just done manually, by using a reminder and someone needs to login and download the snapshot on the required…
Create your own template for Report and Dashboard
Have the option to 'File-> Save as Template' in a report or dashboard like you can do with a sheet.
Reports with 3 levels of filter groups?
Not sure this is possible, but I am looking to create a report that has 3 levels of filter groups, as in the screenshot below. If it is possible, how do I achieve it?
Conditional formatting for Reports
The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.