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Report filter permissions?
I've created a report that I want users to be able to filter, but I don't want that filter to be saved (e.g. the next user who opens the report will see no filter). I've tried changing user permissions from viewer to editor, but with both they're not able to apply a filter (it's greyed out). Then I tried creating a saved…
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Reports and Dashboards Backup
I would like to be able to set up recurring backups for reports and dashboards just like we are able to do so for Sheets in a workspace.
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Report Access - Names disappearing
Good Morning, I have granted access to individuals to a report and the main sheet feeding the report. Yesterday, they were able to see their assigned information via current viewer and then the next day they are not. When I go back in their name is missing from the report section. How does that happen and how do I resolve?…
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Is there a way to Auto Open a Report or Dashboard the moment I log into Smartsheets?
I would like a Report or a Dashboard to automatically open as soon as I sign into Smartsheets. Can this be done? Thanks!
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Why is the Report Builder Icon not showing? Just a refresh button.
Hi, I'm new to Smartsheet. I'm trying to edit the columns in my report, but report builder is not showing. All I see is a refresh button. I've included an image below.
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Report Filter by Current Job
Hi All: I have been working furiously for the last few months completely redesigning how we use Smartsheet since we purchased Control Centre. The automation is great but I have come across a load of roadblocks trying to manipulate Smartsheet and Control Centre to do what I need it to do. With that being said, I am looking…
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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
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Am I unable to create stacked bar charts from reports?
Hi, I'm currently trying to build a personal dashboard so that each person in our team (~75 users) is able to see their own individual metrics. One of the things I'm trying to build is a view where we can see their time spent on individual tasks as a percentage for each month over the last 12. Naturally with this being a…
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Report Filters Not Responsive
I've created a helper column in my sheet for parent/child relationships, which assigns it a number based on this formula: =COUNT(ANCESTORS([SOW Item or Task]@row)) + IF(COUNT(CHILDREN([SOW Item or Task]@row)) > 0, "+", "") In my report, I've created a filter to allow for all numbers except 1+: However, the report is not…