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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Is there a way to sort reports when sending them as an attachment?
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Is there a way to ensure the report sends with the sort from the UI?
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Missing column in Report if I use a formula
I'm not able to "view by" a field that I have in my sheets - Quarters (Q1, Q2, Q3, Q4) - in my report. I think it is because I have used a formula to calculate the quarters in my sheets. Does anyone know a way to get a formula based field on the dropdown for view by in my report?
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Automatically Updated Reports
Reports linked better-essentially when you link a report to a folder have it update the report automatically when more items are added to the folder. If that is how it's supposed to work, the link in the folder breaks constantly for me. When you go to pull in sheets to a report that already exists, the folder and or sheets…
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Is there a better way to get the results I am looking for?
Good afternoon, all! I have been tasked with creating an in-depth catalogue of SKUs for my company. Currently, I have a set up that works but is going to be very manual with change management. I have one sheet that is my data dump. It has all of the information located in one spot. I am then going to need to pull this…
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Count how many times a multi-select value was selected in a cell range or column
Hi, I am trying to count how many projects from another sheet has a specific OKR value selected in a multi-select dropdown column. Example: There are 4 projects, all of which could be assigned to a single or multiple OKR values. I need a formula to count the number of times, e.g. 'Improve Operations Efficiency', was…
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Sum by Month in Report
I have a report created from 19 sheets - these sheets have delivery dates and project values. I want to sum by Month. See screen shot of what I have so far. I can't get it to sum, September, October, November and December independently. HELP
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Allow sending multiple rows from a Report (without redirecting to the source sheet)
Currently, when working with Reports in Smartsheet, it is not possible to send multiple selected rows if they come from different source sheets. Also, when sending rows, the recipient is redirected to the original sheet instead of seeing the content directly. It would be very useful to: Select and send multiple rows…
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Approval Workflows for Reports
I have hundreds of sheets that manage deliverables. To exclude metadata and manage monthly invoicing, I've created a report to manage invoice requests and show critical info. I am currently emailing a row as my request to invoice, but this gets tedious and hard to know if I have sent a request via email or not. I'd like to…