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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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Why do reports change column name for Modified by and Modified columns?
I have multiple sheets I'm rolling up into a report. Each sheet has a "Modified by" and "Modified" column, except I've renamed them (in every sheet) to "modified_by" and "modified_date". However, when I create the report, it only let's me select "Modified by" and "Modified" as the column names. Why? Does anyone know a…
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Sheet Name URL in DV
It would be incredibly useful to change the sheet name data column from static to a clickable URL. Having the URL would help save my colleagues/customers time navigating from their various plans to the dynamic view. It is a URL on the report the DV is built out of, but not the DV.
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NEW! Program reports
Hi Community! As a first step towards a new best-in-class portfolio reporting experience in Smartsheet, we've made it easier to quickly create reports that pull data from one or more Control Center programs. Simply select the blueprint templates you want to include and filter by project status to get the exact insights you…
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Grouping in reports is gone when sending it via email as excel spreadsheet?
I made a report and grouped values in the report. When sending it via email as an excel spreadsheet, I get raw excel file, with no grouping/filters applied. Any ideas?
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templates
I recently created a project from the templates provided - the 'Ticketing system' one. How would I go about changing the 'duration' column from days to hours? We report on an hourly basis for our projects but it's a locked field and when I edit it, it doesn't give me the option to change the type. Thanks in advance!
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Provide users with the ability to Print a Grouped Report
Per the 1.5 years of queries being made, I believe there is suitable interest from the Community that Smartsheet provides the basic functionality of being able to print a Grouped Report. The system currently reverts the Report to a basic Sheet when Print is selected. This is not suitable or acceptable. We've stopped…
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Form fields to include Comments
It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted. I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.…
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How to create a formula to pull the first part of an order number into an adjacent column
Hello! I am struggling to create a formula to pull the first part of an order number (our internal agency numbers) into a separate column so I can see how much each agent sends in each month. Screenshot of the order number below:
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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…
