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Collapse Workspaces when searching for source report for dashboard report widget
Today, when adding the reports widget to the dashboard upon clicking for the source report user is presented with the dialog with all the reports across the Workspaces and this list is expanded by default making it difficult to scroll and look up (yes there is search but when you have reports with same name across folders…
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How do I report cost changes?
Hello, I am trying to create a chart that shows the financial impact on a community when a change is made. Here's the backstory - I am in homebuilding and any time there is a change at a community, we associate that change with a CRF #. I would like to be able to create something that shows the change in dollar amounts per…
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Automated notification of Dashboard refresh
I would like to be able to send out to multiple people a refresh of the dashboard every month. Can't find a way to do that other than copying the dashboard link in an email manually. Anybody know if this simple function is available?
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URLs for Templates
I have a few sheets that I saved as templates for other team members to use. I wanted to make the templates accessible from a dashboard by adding a shortcut to take users directly to the template preview so they can view it and choose to use the template.
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Locking Monthly Dashboard Reports
Hi there, I am trying to find a way to "lock" a dashboard so that the reports do not refresh on the dashboard for a month. If this isn't possible are there any suggestions on how to create a monthly report utilizing the dashboard? Thanks!
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Sorting by Grouped Status with a custom order
I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and…
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Need to look for $99,000-$249,000 in Metrics Sheet. Can't find formula error
Need to look for $99,000-$249,000 in Metrics Sheet. Can't find formula error. =COUNTIFS({1. Case Queue Range 6},>"$99,000",<="$249,000")
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What is wrong with this formula?
I am trying to summarize the quantities of each different sized container that is also checked as being shipped off-site to use in a dashboard pie chart. I tried the following formula, but I get '#unparseable'. What do I need to fix? Or coincidentally is there a better way, using reports, dashboards, however, to visualize…
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View Data Shuttle Status on Dashboards
Is there a way to display current Data Shuttle status and the last time a workflow ran on a dashboard? I'm frequently having to check Data Shuttle to see when a workflow ran last, and it would be useful to have this available via a report, widget, or embeddable content.
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Merged: Allow Primary Column to be moved in Reports while using Grouping
This discussion has been merged.
