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New user cannot edit report filters even with Admin permissions
Hello, I have a new employee and have setup her Smartsheet account just as we do with all new employees. I gave her a license and added her to a few user groups to give her access to workspaces and "Editor - can share" permissions. She is unable to edit the filters of some commonly used reports. I verified she has…
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2 tracker sheets, merged into one resource sheet?
Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine both trackers into one resource tracking sheet that shows [Name] [Job #/ Design #"] [Role] [% Occupied]. Image below is…
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How do I have a count of items on a report on my dashboard without a metrics sheet?
I have a dashboard that displays a few reports on it, with the list of items in those reports. At the top of my dashboard, I would like to simply have a count of how many items are in the reports listed below it. I currently have separate metrics sheet that calculates this, but I find that the count of items the metrics…
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Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
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Report Editing
How do I change the font size, color, etc.. on a report to make it look nice?
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Why would line breaks NOT present in the Report View be present in the Dashboard Widget view?
I have a field I am pulling from Salesforce into Smartsheet that has often has a lot of line breaks in it. I used a CHAR formula to remove the line breaks, and it shows correctly without the line breaks in both the Sheet and the Report. However, as soon as I pull the report into a Dashboard widget, line breaks appear…but…
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Control Center-Generated Report Issue
Hi - curious if anyone else has ever come across this - not sure if it's an issue or if it's something in the configuration that I am doing wrong. We have a control center solution that uses Dynamic Report scope to add the reports for newly provisioned items into a blueprint-level summary report. We have them grouped by…
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Freeze columns in a report on a dashboard
If a column is frozen on a report and that report is used in a dashboard, it would be helpful for that freeze to apply when viewing the report on a dashboard.
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Conditional Formatting in a Report
Is it possible to include Conditional Formatting in a Report? I see discussion on this topic from a few years back, wondering if there has been an update or an easy work-around to include Conditional Formatting in Reports. Thanks!
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How to use COUNTIF on a Smartsheet Report
Hello - I have a report that manages all past due, in progress, and upcoming tasks sorted by team member. I am trying to use the COUNTIF formula on my Metric Sheet to count the number of past due tasks by team member in the report. My goal is to use my Metric Sheet to gather the number of past due tasks by team member and…