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Modified "Report" for client
I have a contract with 262 units that are being reported into 10 database sheets. The finished product I am looking to have is a sheet with the 262 units displayed vertically with the Projects horizontally, with the quantity reported on each project in the row of the corresponding unit. I was successfully creating cross…
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Saving a copy/snapshot of a report
Can I save a copy (or snapshot) of a report with the data fixed as it is on the last day of every month? I've tried Send as Attachment… but I want to keep the copy/snapshot in Smartsheet with its grouping and summaries rather than preserving only the data in XLSX or PDF format.
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Block Publishing Blank Reports
I have reports that get emailed to clients weekly, if they don't have any active projects they are receiving blank reports. Ideally, we would be able to stop blank reports from publishing without having to manually stop/start the recurring email each time they have no active projects and instead Smartsheet could pick up…
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How to automatically have a report update when a new sheet is created in a workspace
Hello! I am trying to create an ongoing report/ chart with a workspace. So that anytime a new sheet is added to the workspace, it automatically updates the report, therefore updating the chart on the dashboard. I thought I had it figured out, but then one of our employees added a sheet to her workspace (outside of any…
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Weekly rotating roles formulas
Hello, I am trying to create a report or calendar sheet with these weekly rotating roles: Weekly 1st shift Call Center (Mon-Sun) Weekly 2nd shift Call Center (Mon-Sun) Weekend On-Call 1 (Sat-Sun) Weekend On-Call 2 (Sat-Sun) I have a sheet with the list of [Name]s and a [Resource #] column to use for creating the rotation…
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Merged: Visible Column Description in Report
This discussion has been merged.
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Extract data from a Program level report
I have a report with the Report Scope set to "Programs". What is he best way to extract the reported data into a grid and keep the grid current. The report refers to 20+ underlying sheets in the program. Would it be possible to do this for a report that has multiple sheets in the scope - that is it is not a Programs report?
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Can columns with different names be merged in a report?
I am trying to create a report to consolidate task lists that are managed by other people. One person may have used "start" and another used "start date" for the same purposed. Is there a way to merge those into a single column in a report, short of forcing everyone to use the same column names? I do have the option of…
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Data one one line
Hi, I have the data across multiple columns how do I have it all on the main parent level. I would like to build a report that includes it all but having issues since the data is in a different row. Then I need to be a formula so it auto calculates going forward since the data will be dynamic
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Dashboard text fields
Hi, I have a sheet and the level 1 parent is serial number then under it is a level 2 parent with specs such as year: Make: Model: Can I make a dashboard that reports all the text that is after the year, make, model. Etc. So if I go to a dashboard I can see how many are a year 2020. The 2020 is entered by an employee.…