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Simplified Resource Management
Hello! I am attempting to develop a simplified resource management tool that would allow me to see what users are working on what projects/tasks based on the email in the Assign To column. I do not require the time allocation, just name/email and the number of assigned tasks across multiple sheets and workspaces. Some of…
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Pre-select certain rows for export to PDF
Community: I run a regular export of a Gantt chart to PDF, and select pertinent rows to include in said report. I do this daily, and currently, have to go in and manually Ctrl-Click to select the same rows over and over... I know I can make these rows at a high level, and then collapse the items below, but the way the plan…
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Workaround for Editing a Report Without Full Access
Hi, I have a crucial missing piece to a workflow of mine which would allow my customers to edit my Smartsheet Reports in order to make their "selections" on my products. The issue I'm having is that I cannot share the sheets associated with my reports with my customers because there is information on those sheets that I…
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Summary Reporting from a Single Smartsheet
I have a single sheet used to log test defects. From this sheet I've created a summary section at the top for Open Items and Items by Status. I need to create another summary "Item Status by Sprint versus Production". I've tried Reports but this does not allow adding a summarization of the data (equivalent to an Excel…
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Helpful Things I've Discovered About Smartsheet (Long)
I've been using Smartsheet for about 2.5 years now and gradually discovered how great it is for many tasks within a our small consulting company. While I originally started using Smartsheet for its project scheduling capabilities on large projects, I've ended up using it for much more. During that time I've discovered many…
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Restore an "All" Where? functionality
It would be generous to call this an enhancement request. While I applaud the improvements to the Reporting (they are noticeable and appreciated), the inability to have an "ALL" for the Where? is a severe loss of functionality. I have many sheets and workspaces shared to me. They do not all exists at the time of Workspace…
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Filters and sharing as an Viewer
We have a new user with with Admin privileges to their workspace. Their workspace has a sheet and a report. Their report includes data from their sheet, which they need to be able to edit from the report, but needs to also include some data, from another sheet in a workspace that we do not wish to share with the user. They…
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Reporting over and under allocation?
Hi! Is there a way to create reports showing over (and under) allocation for assigned individuals? In resource views you can see the over allocations on a day by day basis, but I'd like to filter out only the over allocations and present it separetely since that is where actions needs to be taken. I looked for the "alert"…
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Published Item Report
Hi all, Under user management I see the possbility to download a Published Item Report (see attachment). This looks an interesting report to me but when `I download it, it turns out to be empty. This surprises me because I administer a very active and relatively big Smartsheet implementation. Does anyone know why this…
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Best practice of recording occurrences
Hello - apologies if this has been covered elsewhere, I've tried to search for the answer but can't find anything which may work for my purposes. Ultimately, it may not be achievable, but I thought I'd ask: I am creating a group of sheets for a team I work with, and they're dealing with recruitment of individuals (inwards…