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Duplicating a Report Sheet in Smartsheet
Hello. I have a report, and I want to use the same settings / filters on the report page but for different projects, so I "saved as new" and renamed it at the top, BUT, how do I clear it out so there's no existing information entered that's on the original report? ( I hope that made sense ) - any help or suggestions are…
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Report for due dates
Hello! Does anyone know if there's a way to create a report for specific projects that reflect tasks that would be due on the same date? For instance, if several projects have the same due date, it will show up as such on the report so the manager would see this and due dates would not be overlooked. Any assistance is…
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Audit-centric tracking report
I am trying to figure out the best way to create a sheet for tracking all programming changes made for our development team. We have several different features that can be updated at different time, and i need to be able to track the latest version, who approved the release, and the release date. Ideally an audit report…
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Scheduled Report Email Not Sending – Next Send Date Reverts to Never
I am experiencing an issue with a scheduled report email that is not sending. I have exhausted all troubleshooting steps on my end and need some insight if someone has experienced it before. I have set up a scheduled email via File → Send as Attachment with a weekly recurrence. After saving the schedule, the 'Next sent…
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Legacy Dropdown Functionality Option
Good afternoon, Recently there was a change that made searching a dropdown by typing inside of it switch from an exact match method where typing S would only show entries that begin with S to a search within method where typing S would show all results with the letter S in them. I can see how this would be beneficial in…
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Start Date Formulas not appearing in reports
Hi community - ran into an issue I've never experienced before. Across all my clients, we use formulas to project dates (we've used durations/predecessors in the past, but it's not our preferred method). If we look specifically at the "TEST - SD - Internal Scope Alignment Call" line, you can see the "Start Date" formula,…
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Tableau x Smartsheet Integration
Being able to feed dashboard charts from tableau data/import tableau data into grid sheets/reports.
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Reporting on security settings for forms
To help bolster security, we need to be able to report which forms have these features enabled: Require Smartsheet login Restrict to Safe sharing list Reduce spam with CAPTCHA File uploads This would greatly assist us with determining and reducing risk.
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Resource management: any workaround to NOT enable dependencies?
There are other posts regarding why dependencies needed for the Smartsheet/RM integration, but I'm wondering if anyone knows of a workaround? I was beginning to explore Resource Management, but straight away there's a blocker because we need dependencies disabled in the projects. We need the ability to edit the End Date…
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RAID Log for Program
Hi All, I’m looking for some ideas and suggestions regarding RAID logs. I currently manage a portfolio of 18 projects and would like to align each individual RAID log with a program-level dashboard. Does anyone have a RAID log template they’d be willing to share? Additionally, I’d appreciate any guidance on how to…