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K-12 Education
Hello everyone, my name is Alan Miller and I am an Executive Assistant working in K-12 education in Grand Junction, Colorado. I would just like to introduce myself and share some of the uses of Smartsheet that I use within my industry. I have been using Smartsheet for 4 years now and just returned from my second time at…
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UPDATE - Health and Wellness Solution
Here is what I have built out so far for my Health and Wellness Solution. Please note some information has been redacted, including my Forms Dashboard which is where I go to log most of my entries, it is more for me to see, it's not as pretty as these are. I'm a dork and record many things just for the fun of it. I started…
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Report Filters Not Working
I have created a report and added the sheets from the workspace. I have created filters to pull in only the projects that need "approval to post." The conditions are set so the task that must be submitted before a project can be approved is submitted, and the task to approve the project to post is blank (not approved). I…
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Enable stacked bar charts built directly from Reports
When building a chart widget from a Report, Smartsheet currently only supports a basic bar chart. If I try to create a stacked bar chart from a Report (to split the bar by a second field like Status, CoC, Portfolio, etc.), it does not work as expected. This limits dashboard reporting because Reports are the cleanest way to…
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Contact Columns ≠ Consistent Data
The Core Issue with Contact Columns Smartsheet Contact columns are fundamentally not reliable because they don’t represent people consistently. The same person can appear as a name in one place and an email address in another, depending on user status, permissions, ownership, or whether the data is viewed in a sheet,…
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Roadmapping with data living in SmartSheet
Hi all - Currently some functional areas of my organization are doing roadmaps similar to the image attached for their leadership. There's a desire to have the data for these roadmaps live in SmartSheet and push towards report automation. They really like the condensed view with multiple items in a lane (vs rows on rows on…
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Creating a formatted/merged email from a grid
I have a complicated workflow that I'd like to significantly reduce, in terms of time spent. Working from a standard grid, I need to format the email, pulling some summary information for a project and then adding specifics for each individual tied to each project. A few points: the summary information is currently in a…
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How do I get Summary Totals to appear on the pdf attachment?
I love the enhanced report features with the grouping and summary totals. But when I send this as an attachment, they disappear? Is there a way to print and save the report to an attachment so that it presents the designed view? Thanks for your help! Sheila
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Freeze columns in a report on a dashboard
If a column is frozen on a report and that report is used in a dashboard, it would be helpful for that freeze to apply when viewing the report on a dashboard.