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Modify an existing report sent via Email with Attachment
One of the databases we built using Smartsheet allows us to facilitate communicating with various people from different functions. That means we have to create different reports that filter some of the data. We use the "Email Send as Attachment" feature to set up recurring emails that are sent to specific people at…
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Repeating Columns in Reports
I have a combined report that is pulling information from 10 different smartsheets. The columnar information is the same from each of the smartsheets. For some reason, 1 column repeats on the report for each sheet. Lets say I have 10 seets from 10 different people. Each sheet will report that one Column (lets call it the…
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Reports
I've created a report to pull data into a smartsheet based on a checkbox field. The field is called Dashboard and the report criteria searches all smartsheets and work spaces looking for this field and if it's checked it pulls data into the report. There is one smartsheet that has items that have no check in this field…
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Tracking New Smartsheets - How to request and track the sheets
Has anyone worked on a SS template for users to request/update new Smartsheets? I could use a standard ITSM ticket tracking system, but I'm leaning toward a webform users fill out to request a new Smartsheet. I could use the functionality of SS to communicate updates, gather requirements, and discuss other SS request…
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Is it possible to default to the calendar view rather than the grid view?
I set up a conf room reservation system using a report on top of a smartsheet. I've shared the URL with end users but sometimes when they follow the link it displays in grid view when I only want it to display in calendar view. Sometimes its correct and sometimes not which is causing headaches. Is there a way to force one…
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Printing a row & consolidating data
Hi, I use rows for individual marketing campaigns and tracking progress across columns. When I close a campaign, I'd like to print off a report of all of the data in that row. Each job has about 55 columns of data. Is there an easy way to print off a report of all of that data without it being presented in a row, visually?…
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Complaint / Poor Design: Blank Reports
I've just learned reports shared with users who are not also shared to the sheet (or sheets) that contain the base data cannot see the reports due to "security issues". This is - in my opinion - a seriously poor design. If Smartsheet can't secure a sheet / report relationship in this manner, what's to say anything can be…
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Updating a reports format from the related smartsheets
I have a report that looks at 30 smartsheets for current task status. On each smartsheet I have conditional formating to change the complete lines color based on a date field and the current date. When I run the report and I know a line should have chane color but hasn't, I open the related smartsheet and the line color…
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Linked Resource Allocation Overview Sheet
I'm trying to create an automatically updated linked overview sheet to help my team to better visualize how their task assignements on various projects sometimes overlap. The resource views provided by the Smartsheet Resource view are just not that easy for the team members to parse and so they never use it... The "angry…
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Web Form Functionality
Greetings All - I am just shy of completing the academy but I do have a question to complete a project I am working on for a company. I would love to utilize the web form option; is there a way that columns, rows, and fields be manipulated in any other way? Adding fields are fine but that just adds columns and not…