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Best or Easiest Way to Report on Milestones or Summary Tasks?
I know that SmartSheet can distinguish between tasks that are regular tasks, or milestones, or summary tasks (because of how it represents them on a Gantt chart), but how can I leverage this information when I am trying to build a report on just milestones or just summary tasks? Is there some way to tell a report to filter…
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Report not picking up all checked Star symbols
I am running a report and using a Star symbol to filter what should be picked up from my sheet. The report is picking up all rows with stars checked except one. I have confirmed this row is checked. I have removed the Star filter to show all data and it works just fine, picking up this row. But when I go back to filter by…
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Report Sorting by Sheets Names Starting with Numbers Out of Order
Hello, I have a report being built off of 10 different sheets. Each sheet name is prefixed with a number and followed by the name (1. Project Name, 2. Project Name, etc). All was working well and the sheets were being sorted in the report by sheet name as expected until I came to sheet #10. Now the report sort order is 1,…
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Schedule automatic reports for updates
I have project teams of 10-20 people and each are assigned tasks. On a weekly basis, I want to auto-gen a user-specific report of their task items and send a request for updates on all items. For example, every Tues at 11 am, I'd like to have a report generate that contains all assigned items where the % Done is less than…
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How often does a report update?
We are using a Smartsheet Report to upload data into a third party system. We are curious as to how often the Report will update. Example: If we open one of the Smartsheets that feed the Report and make a change and we do not open the Report, then when the third party system pulls data from that Report, will it have the…
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Vacation/Out of Office causes resource over allocation?
I hope someone can help me out here, or tell me how they approaches this :) In my department we have some issues when people are on a project and then going on vacation or out of office, it will show as if the person is 185% over allocated. (for example if it is 85% project and 100% vacation) Is there any workaround on…
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Action Row Indicators in Reports
I have created a report that shows resources in a Gantt view. This works well however, what is not available is the useful row indicator showing a user is over utilised on a day. Using the resources views is OK but it doesn't make easy reading as you can't see the tasks and only the sheet name. Anyone got a workaround for…
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sum column and calculate total to hrs:min
I have a "duration" (used to track time involved) task field that I need to be sum and show on a report as hours:minutes. The column is a drop down field with numbers only in 15 min increments. example: 15 30 45 60 75 90 etc... Appreciate any replies.
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Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
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Reports Not Functioning
Is anyone else have problems with reports not functioning properly? The data from my master files and not pulling into the report as it normally did in the past. I confirmed all criteria and nothing has changed.