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Report Filter Conundrum
I want to filter out these parameters - A project has 'New Store Unchecked' and 'Survey Scope Unchecked' The problem is that when a project has New Store Checked it will always have Survey Scope unchecked so I cant filter by 'Survey Scope Checked' as 'or' in the filter because I need to see those New Stores. Is there…
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Validation on Dates and or other data
Hello, We are trying to create a vehicle reservation form, we currently have 3 vehicles. Objective: A user submits a form to reserve one of the three vehicles. They select a date range. Click on all day or duration if it's half day. The administrator of the vehicles will then get the request and determine what's available.…
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Color of Progress Bar in Report in Gantt View
I am running a report and when I do, the color of the progress bar in gantt view changes colors. One the individual sheet the bars and green, but they change to blue, orange, red, yellow, etc in the report. I cannot find any correlation to what colors they are changed to. Has anyone else seen/experienced this?
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Need report and forms to track client status
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
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How can i view the Utilization report in terms of Actual and Available days instead of hours?
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Report not grouping and sorting correctly
I have a report that I'm trying to group by 'year' first and then by 'month'. The 'year' is sorted by 'Ascending' and the month is sorted by 'descending'. I'm trying to build a view where I will see the upcoming emails that we have scheduled to go out to students. For the ones scheduled in 2023, the report is working just…
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Ability to hide/show grouping column name on report
I have came across two request in our company to remove rows with grouping name like in the example below"Parent Workstream" to save space and make reports more clean on dashboards. Please consider adding a feature to hide that information on dashboards.
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Overdue Tasks Metric
I have an individual task report set up for everyone in the company which aggregate tasks from our project sheets. Then, we have an overdue task report that displays all overdue tasks for everyone, grouped by the assigned-to column. We have a summary field on the overdue report counting everyone's current tally of overdue…
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Data Meshing from a report to another sheet wipes out the data
I created a reported and I then exported that report into Excel and then uploaded that Excel into Smartsheets as it's own sheet. I want to be able to data mesh from the report to the target sheet, but even though it's identical information when I data mesh it wipes out all of the information from my Assigned To column.…
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Is there a way to weight the average in a sheet summary report?
I have a report that pulls from the sheet summaries of multiple sheets. One of the fields divides two other fields to show the % of items completed. However, when grouping & adding summaries to each column, the % completed summary averages the values below it rather than showing the actual % of items completed. In the…