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How to add primary column to report
I am unable to click the 'columns' button at the top right when creating a report and add the primary column. Down below that in the filtered section it will let me add it, but not data shows up. It is a free text field where the guys on the job type in their notes from that day's work. I would like it to report out so…
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Totals from report or sheet summary for dashboard
Hi I have been able to create a sheet summary report and standard report from my sheets - aprox 10 sheets. I want to put a single $ from all the sheet totals into one figure on the dashboard. I can only get the reports to provide individual sheet totals. How do I sum a Grand total from a report? Thanks
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Is there a way to show the report and give edit access to add comments and add attachments?
I have designed a workflow for our team and used the Request system workflow as a start. I created a report and attached the link in the email when someone submits the form. I have this report linked with the underlined sheet where my entire team works. V have information that shouldn't be shared with anyone outside the…
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Summarizing a Report by value count in a table
I created a report combining several different sheets, and I am trying to create (anywhere) a table that can count each topic from that combined report. Id like the table to keep updating as new topics are added. For example: Respiratory System | 1 Endocrine Systems | 1 Behavioral Health | 5 Thank you!!
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Is there a way to color code a field on a report based on data for instance at risk red, etc.
Is there a way to color code a field on a report based on data for instance at risk red, etc.
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Tracking % Changes Over Time
I have a master sheet (linked to many other, scope-specific QC sheets) that calculates % completion per task. Each row is for a different task, and each task has their own amount of steps. This information is all linked & calculated from the scope-specific sheets. Column 1 shows "# of steps completed to date", column 2…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
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Is there a way to track changes to the report builder criteria?
I would like to see changes to the report criteria that determines what data is pulled into the report. I have a few different admins that have access to a report. What the report pulls in from the sheets keeps changing, and I want to see who is making the changes. I don't see the option under the Activity Log. Edit since…
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How do I create a summary page or report from a Financial Donor List?
Hello, I have a sheet that tracks donations as they are received; name, email, and amount of the donation. Some are one time donors, others are repeat donors, and I would like to create a summary page that lists each individual donor and the total amount they have donated. Also, is there a way for a new donor to…
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Using Smart Sheet and Web Form to manage testing
Hi, Are there any recommendations you can provide to using Smart Sheet and Web Form as workaround to traditional testing applications to manage repetitive testing (case management and result gathering) across multiple users performing same test case? I'm currently using a reporting template but there are numerous…