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time based reports?
I'm sure what I'm looking to do is not that difficult, I just can't find a way to achieve it. What I have is a sheet that consists of quote amounts ($) that are relative to a quote date. What I want to do is to look at how many dollars we have quoted that are on quotes a month old, 2 months old, etc. Ideally this would be…
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Pairing with Epicor
Good morning, Other than downloading a Smartsheet into Excel and then uploading to Epicor, is there a way to directly integrate the 2 systems. Thank you, Lisa
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Update Request with "add/subtract" formula to an existing number in a row?
A bit new to SS, so this may have an obvious answer, but I'm trying to set up a sheet to track inventory of, say, a dozen products. The initial setup is obviously simple, but then I want to choose the product rows that contain inventory quantities, and set up an automated Update Request to my delivery driver via email each…
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How can I get Calendar view info to wrap so it can display more than 20 characters?
I want to be able to show more than the 20-25 characters limited in the display of a calendar entry. e.g., I need to be able to show an "Issue No. (10 characters) + an Impact" which can be a list of multiple things. I would not mind if it wraps around into a second row as long as it displays all the information needed by…
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Continuously moving inventory - keeping a record without overwriting current information
Hi there, We have an existing Inventory database in Excel that i have imported successfully. However now I need to figure out - if I can - how to 'track' the movements of any given piece of equipment. For example we have a Computer Monitors that are 'loaned' to customers every so often. I woud like to keep a 'log' of the…
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Repeating rows based on one cell value
I am try to go from a proposal to a detail sheet for our business. We make doors and you can have from 1 to about 100 or more of one type of door. On the proposal it is only shown as one line with a quantity cell. Now what I want to do it link that to a detail sheet, the sheet that will go to production, and list those…
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Holidays over multiple projects
Hello, Is there anyway to default dependences so that when you start a new project sheet the dependences are already set? I am currently setting up multiple projects and having to enter working weeks, hours per day and holidays is quite time consuming.
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How to: Force Dashboard to be default screen when starting Smartsheet?
Is it possible to force the Dashboard to be on top each time you open Smartsheet? I searched but found no informationabout this, and any options are not obvious to me. I think it would be quite useful to always open to the To-Do list.
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Mechanize Alerts?
I'm linking cells between two sheets A and B. When my project manager changes a row's start or end date in their sheet A that links to my sheet B, can I have an alert triggered by this change to notify me via email? Is there a better way to achieve this type of mechanization? Another way said, once my PM is done with a…
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SmartSheet Reports have limitations that make them useless for business
We recently learned the hard way that there is a limit to how many sheets a report can access! We use the report feature to create individual task lists throughout our company. Each task list searches all sheets for names in an Assigned To column and refines the search looking for a value of "Needs Action" in the Status…