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Sheet Summary/Sheet Summary Reports Questions
Hi, Is it possible that if you have several dates listed in the sheet summary on a project, that those can be pulled onto the sheet summary report not in a row, but all in one column? Then you can sort by the date and it will actually make them go in order? Instead of a row of dates, it would be a sortable column of dates…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Sharing Externally using Control Center
I'm new to using control center and I have an internal team that wants to use it to create client specific reports and dashboards in addition to our internal information. The problem is there is certain information on the sheets that I don't want the external client to have access to, so I can't share a report with them. I…
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Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
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Smartsheet Calendar Column and Task Names color not aligning
Hi there, I'm currently pulling 4 separate grids into a single report to create a collision calendar. The calendar is color coded by sheet name. I recently added the 4th grid into the report and now the colors are not aligned. I created the custom colors by Sheet name previously but I cannot recall how to fix. When I go to…
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Smartsheet Calendar - Removing Completed Tasks from the View
Hello, I have been investigating the capabilities of Smartsheet Calendar and was most interested in how to use it to track multiple projects through a Smartsheet Report. The report I've created pulls from several projects, all containing a "Completed" column with checkboxes to mark status for tasks. In setting up a…
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Searching on Mobile App / Work Apps
Hi All, Is there not an option to search within a report via the mobile app or work apps? I see that there is a search function included within sheets, but I cannot seem to find an option for reports. Is this really the case or am I missing something? Thanks
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Group Rows in Sheet, not just in Report
I would like to view rows grouped by their category (from a dropdown column) in Sheet form, so that I can add new rows while viewing my data in an easier-to-read format. Currently it seems grouping can only be achieved in a Report which does not allow me to add new rows. I am new to SmartSheet but have intermediate…
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Ranking by score
Hello, I have a sheet that contains people and scores (1-100) based on their performance. I want to create a table to show the top 10 and the bottom 10 people based on their score. Any ideas on how to do that? Regards,
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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…