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Editing rows from Calendar or Gantt view of report not working
When I attempt to edit rows by double-clicking a row in Calendar view or Gantt view of a Report, I receive the error-message attached. I have searched the forums and guides, and cannot see anywhere why this should not be possible. It occurs with all my reports in both Gantt view and Calendar view. Re-login does not help.…
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Any Potential for Linking Reports to Sheets?
Hello, I wish there was a way to link a report to a sheet - does anyone know how to do this, or is it possible? I am hitting my link capacities for our production reporting, but what I really wish I could do is to sum a qty in a report and then graph it on a dashboard. Is there anything in the works at Smartsheets…
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Current Month automatic
I am looking for an automatic way to generate reports that compare last month and current month. I have 6 account sheets that show totals by month and category. I would like to pull all 6 accounts into one sheet that shows last and current month totals by category. Can anyone provide guidance here? TIA.
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Creating a new Report based on a single Sheet
I create Reports frequently and am comfortable with the process. What I'm wondering is if there is an easy way to create a Report from within a Sheet that is based on that same Sheet? I guess I'm looking for an option in the File menu that says Create a Report from this Sheet vs. starting a new Report and then selecting…
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IT Portfolio Rollup
Hi Community, There have been numerous posts about how to essentially rollup multiple smartsheet projects into a portfolio/dashboard to show overall status information about the portfolio. I get the essence of the various posts, but before going down those paths to figure-out how to build something from scratch, I'm…
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Email daily comments on (multiple) sheets
This seems pretty basic, so not sure if I'm missing something. But, certain project stakeholders like to receive daily status emails that show the project activity. When I say activity, I mean comments, not who changed which cell. Currently the only way I've been able to do this is the literally grab screenshots of the…
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Column Not Found
Hello! When I am filtering down information from a sheet into multiple reports, a few of my columns are labeled as 'not found'. I haven’t renamed the columns, which I understand could cause this -although on one of the columns I changed the column type from 'symbols' to 'text' fairly recently (but not for my other one).…
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Translating Data from One Sheet to Another
I am looking for any method that could help me obtain the desired results. I have a tracking sheet titled “PM Sales Tracking” and within the tracking sheet there is a column that is called “Design Request” I have edited the column properties(design request) to a “dropdown list” with values of “yes and no” depending on the…
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Financials: projected, actuals and variance
Hi! Very new to smartsheet and looking for any preset reports for tracking 3-4 year project financials, specifically projected spend, actuals, and variance. Does smartsheet have this type of reporting? Thanks!
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Report criteria based on two sheets, matched on row
Is it possible to create a report based on data from two sheets, but criteria is include only rows where the entry in primary column in one sheet is identical to the entry in its counterpart column in the other sheet? In other words, matched on rows? I don't see where to set this in the report builder.