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Report Builder - Pull projects completed one year ago (month)
I would like to auto-run a report of projects completed over the course of a month one year prior. (i.e., the report would tell me on August 15, 2017 what projects were completed between August 1 and August 31 last year). I plugged in report builder that the column I want it to filter by (Actual Completion Date) should be…
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Sum values from a report
Hello, I have a log sheet that records a project name, resource and hours, with many rows of entries. I would simply like to create a report that sums all hours by project. I don't see how this works in the report function, but it seems like it should be doable. Any help would be appreciated. Nick
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Consolidated SmartSheet
Hi all, I am pretty new to Smartsheet and in need of some help. We are using smartsheet for an upcoming budget task. I have created over 50 different sheets. In each sheet there is a column with checkboxes. I want to have a user check the box when the specific task is completed. My question is, is there a way to create a…
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Shared reports are blank
Hello, After performing a search I ran across many others users running into shared reports showing up as blank pages. I tried the solution I ran across and assured that the user also had access to the sheet the report was made from. And still I am seeing a blank report. Was this ever corrected in early/mid 2016? I am…
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Using Zapier to Move Attachments and Comments
Is there any way to have Zapier move an entire Sheet's contents? I am trying to automatically move selected contents of a row that contains confidential information to another sheet that can be viewed by a user who I don't want to access that confidential information. But I also want them to be able to comment on the…
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Using Reports to Isolate User Access
I need to manage information pertaining to a client (single row per client) that contains three different types of information used by three different users. The sheet has formula that I want to continue down the sheet automatically. Because we are using webforms to register new client information, every time a user goes…
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Creating user Dashboards as Sights - filtering
I am creating sights for team members on my projects so that they can see their assigned tasks all in one place - no doubt a common use for Sights. Anyway, when I link multiple sheets into a report and expose the sheet name, when the user clicks on that link, they are taken to the sheet and not the row. Is there any way to…
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Reports Down?
Is anyone else suffering from reports not running correctly today? It's 08:58 GMT here and we're unable to see changes reflected when we refresh reports. Thanks Simon
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Linked Sheets and Dragging Rows
When dragging rows to another sheet, is there a way to keep the information from the Parent sheet which to information is being pulled from? This would obviously automatically create linked cells back to the parent sheet that the information is dragged from. Is this possible? Current Process: My company is basically trying…
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Question: Automated To-Do List by User
Is it possible to build a report that automatically pulls a to-do list for the logged in user from all open project sheets, or do I have to build a separate report for each user and send an updated link each day?