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Custom Tile Colors Calendar App - Not Dropdown for Report
When pulling from a report to create a calendar the column type needs to be a dropdown to assign custom colors. When pulling from a sheet it doesn't have to be a dropdown. This is not documented anywhere. Please make it so what you can do with custom colors in a calendar from a sheet can also be done with a report.
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Report is crashing when I select multiple reports
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?…
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Tracking Survey Data in Report for Dashboard
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…
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Update sheet/report in email notification itself
Does Smartsheet allow you to directly update task statuses from within email notifications for reports itself instead of opening sheets or reports?
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Building a Dashboard from external survey
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…
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Automatically fill a sheet from a pdf or word doc
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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Merged: Include column description in Report
This discussion has been merged.
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Dashboard not showing for shared users
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…
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Individual Customer Report
Hello, I have a smartsheet form and sheet that I have created reports and dashboards on. The form has many submissions from customers. Many customers have made multiple submissions to the sheet. I would like a report that shows how many individual customers have submitted the form. Is there a way to create this? To note,…
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How can I have someone see only their data on a report without access to base sheet?
I would like something where people will fill out a form about their retirement plans and that info goes to a sheet. On that form, before answering the last question, i would like them to click a link and view only their previous entries. I don't want them to see everyone's entries because it's confidential. Here's what…