I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
I am attempting to run a report based on about 100 sheets all contained in one folder. When I try to source the report across these sheets the report crashes before I can even add the columns. If I try to add between about 1 and 10 source sheets it seems to work okay but when I add more it locks up and crashes. Any advice?…
Hello! we are sending a survey out to our entire team using a smartsheet form, and I've been asked to create a dashboard to track the results. We are attempting to capture in report (for a DB) the following: Percentage of Direct reports who have completed the form for each leader Percentage of how many answers within each…
I'm looking to make a report available as a web content widget. However, the only option when publishing the report is "Read Only". I need this report to be interactive right on the dashboard. Is there any other way to accomplish this? A report widget does not allow me to edit the report content on the dashboard.
Does Smartsheet allow you to directly update task statuses from within email notifications for reports itself instead of opening sheets or reports?
I'm having trouble organizing either a report or a sheet for it to be data that can be read by the widgets in a dashboard. To recap: I sent out a survey to students who had the choice of attending 3 schools. The first question asks which school they attended, then all the following questions apply to each school. I want…
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
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Hi, I've created a dashboard that displays information unique to each user. The reports included in the dashboard are filtered by Current User, and the Widgets are set to "Their own perspective." I am a licensed user and am the Owner of the dashboard, all of it's reports, and the sheets behind them. This dashboard needs to…