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Help Pulling Information
Hi, Very new to using SmartSheet. Can someone help me understand if I can pull information from a Sheet in certain rows only that do not have a unique identifier. I just want it based on the answer from one of the columns. I'd like to pull information from 3 sheets into one based on what is listed in one column and in…
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Two Sheets in One Report using same column
I have two sheets referenced in a report. Both sheets have column "A" which is a date column. Since Sheet #1 is the source, I would like to only pull column "A" from Sheet #1. Sheet #2 references(using formula to index match) Sheet #1's column "A" just for information. It seems when I use only Sheet #1 in the report, I can…
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Ability to modify report filters on mobile devices
Please extend the capability to modify filters within a Report to mobile devices. This feature, presently accessible on desktop, should be available on mobile platforms too to enable on-the-go adjustment of parameters. The absence of this functionality currently compels Report creators to generate numerous reports in…
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Can you pull reports to run automatically each month for each different location on 1 sheet?
Alright! Pro Desk is booked out over a month for what I need, SO I am hoping to get some insight from you guys! Currently I am making a sheet/intake sheet that is populated through form submissions. There are about 30 different manufacturing plants that will use this form and within the form there is a dropdown for them to…
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Proofing While Hiding Columns
Hey Smartsheet community, We want to utilize the proofing feature with our customers while in the same sheet hiding specific columns just from the customer (while allowing our team to see those columns). Dynamicview does not appear to allow for proofing, and a report would require sharing the entire base sheet. External…
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Business Plan features for a single license
I love Smartsheet's features. When I left my corporate job to strike out as a freelancer, using Smartsheet as one of my primary management tools felt like a no-brainer. Unfortunately there are some features I want to use (e.g., grouping on reports and sheet summaries) that are exclusive to the business plan, which has a…
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Reports - When exported to PDF
When a report with groups columns exported to PDF, PDF doesn't show the report with grouped columns. It just shows a list of rows. How do I get the report what it displayed in the PDF? Don't want screen grab like solutions. Exported PDF: As you can see Project Manager, Project Name and Project Health columns (Grouped) were…
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Grid Edit in Dynamic View
Please allow a grid-edit option for dynamic view so that a user can edit multiple entries at once. It is very time-consuming and cumbersome for a user to only edit records one at a time from the details pane.
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Updating Dynamic Reports - Control Center
Hi - hoping someone has a suggestion. We are using Smartsheet Control Center and just started playing with Dynamic Reports. Our process updates the Dynamic Reports each time a new one is created; however, we want the ability to control what items are shown on the report based on a status that we can set. I understand we…
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Does anyone use SS for satisfaction/ feedback surveys data and reporting?
Out of curiosity, has anyone here heavily used Smartsheet as a tool for customer satisfaction surveys, (bonus points if you use multiple surveys!!), as well as created in depth reports. For instance, what correlates to high/ low customer satisfaction, or just overall performance of a survey? Currently my team is using…