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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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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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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.
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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 for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
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Smartsheet Setting
In Smartsheet, we can publish a sheet with an open link for anyone to edit. However, this same setting for publishing a report with an open link for anyone to edit is disabled at our enterprise level. Do you know if there is a reasoning for this feature to be disabled for reports but not sheets? Thank you in advance for…
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System Admin: How to export a list of all Smartsheet assets across the account?
Hi everyone, I am trying to generate a report that lists all assets (Sheets, Dashboards, and Reports) created by users within the same Enterprise account. I have System Admin permissions, and so far I have tried the following: Navigated to Admin Center → User Roles and Reports → Generate reports Selected Sheet Access to…