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Add Work Insights to Dashboards
I am trying to add summary charts to a dashboard, however it requires numerical values which are impossible to add for what I am trying to show in the chart. Excel can easily create a variety of charts to show me how many cells in a column show specific data, and the Work Insight in Smartsheet also shows me the data in the…
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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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Ways to find what reports are running a certain sheet as it's source data
I want to make some structure change to particular sheet. (Especially Primary column) However, before I can change that, I need to find out how many and what reports are using this sheet as it's source to make sure nothing will break. Anything used in cross-sheet reference formulas are easier to find out but Smartsheet…
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publish not showing up for grid/reports, but showing up for dashboard
as described in the question, why isn't there an option for me to publish my grid/report for me to embed? but i can publish a dashboard. would like to make the grid editable without using a dynamic view
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How do you see which reports are connected to a sheet?
Hey everyone! I am trying to track down all of the reports that are connected to a sheet. I am planning on rebuilding the sheet but know that it is connected to a lot of reports that other people in my company use so I don't want to miss anything. Is there a way to pull a list of all reports that have this sheet as a…
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Sheet Summary Report - Want to Use "Current User" Functionality
Hello, I created a Sheet Summary Report, and have found that the "Current User" functionality is not shown for selecting? Am I missing something in order to be able to do this? Or should I submit an enhancement request for this functionality? If it's not current functionality, is there reasoning behind why a Row Report…
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Report column groupings showing text under the grouping name
I am attempting to create a report that groups ticket IDs by the report name. The grouping is based on the column named "Report Name Internal (Final)" and the undesired text being displayed is from the primary column. The grouping name displays text from the primary column below the report name. What's odd is the undesired…
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Bug in the Smartsheet Reports
I noticed that sometimes when in reports I use Grouping there is some faulty data showing up (partially covered) - such data is not even part of this report. Whenever I refreshed the report in the browser the proper grouping was set up again and unwanted data disappeared. Today the customer came to me telling that it's bit…
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Is it possible to schedule send an Excel attachment with collapsed groups?
I'm trying to send an Excel attachment once per month from a row report that includes collapsed groups, but when the recipient downloads the attachment, the groups aren't collapsed like they appear on the live report. The data needs to be subtotaled by cost center - which could change every month, so a summary report is…
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…