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Add "End Date" for recurring delivery schedule of report
I like the ability to create a report that sends to a group of users on a schedule. But adding an end date for when the report will stop sending as an option would be helpful. Making it "set it, and forget it". Additionally, if I can build a report with a recurring send into a template, and have that report only send…
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Sending a recurring scheduled report to a dynamic list of recipients
I'd like a dynamic list of users that changes with a scheduled recurring report. When selecting who to send a recurring report, I'd want to list the stakeholders for the project, plus have it go to anyone listed as an "Assigned To" in the report. In this case I can have a weekly report for all late and upcoming tasks, that…
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Smartsheet Report - Un Grouping
Hi there I have an issue with grouping on a report that is causing a headache. Any grouping I apply to the reports seems to undo itself when the number of days change in the filters. None of the clients have admin access so no one is manually removing the grouping, but they are manipulating the number of days in the…
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Reports - Sorting & Grouping
Who can sort a report and group a report? I have a report that I made another member admin on - however they are unable to change the filters or group and ungroup Do they need to be admin to the underlying sheet?
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Board View Report Without Giving Users Access to Sheet
We have a Smartsheet form where users can request a certificate of insurance. Their email address is recorded in a contact field. I've created a report that filters the contact field to the current user. We'd like for them to be able to see the report in board view, but only for their requests, and do not want to give them…
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Parent/child rows in a report even if not assigned to parent row
I need to build out a report that pulls the below information: Report needs to show the parent and child rows -Parent is not assigned but child is assigned -Parent is assigned and child is assigned I am open to helper columns but everything I have tired is not working. Formulas: -Parent Helper: =COUNT(ANCESTORS())…
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COUNTIFS Cross Sheet Error
I have written these hundreds of times but for some reason I am missing something with this one. Simple, trying to count "Health" based on what we call Seq, in this case TSK. Building a metrics sheet for Dashboards. This formula is producing a Unparsable error and I cannot find the error. =COUNTIFS({DSV 3PL Schedule Range…
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Restaurar filas perdidas con datos adjuntos
Por error se ejecutó una automatización y se borraron todas las filas de una hoja con muchos archivos adjuntos, necesito recuperar todo y mantener el orden para poder continuar mi trabajo, ¿es esto posible?
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Formulas in Reports - Any way to speed up?
Currently, I have a report connected to a single sheet. This sheet contains various formulas, including cross-sheet references. When data is added to the report, the formulas will not update/work unless the sheet is refreshed. Is there any way to have the formulas values "pop-up", or otherwise load? It is somewhat…
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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…