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Best Practice: Managing Different Types of Work (One Sheet vs Multiple Sheets)
Hi there. I recently migrated my L&D team's work management into Smartsheet. We're using it to track the following work: training new hires, working on projects, developing eLearning courses, and developing documentation. We're only a few months in, and it's working very well, but we're seeing some undesired effects that…
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Tracking Best Practice
I want to track the scheduled time vs. actual time of tasks across multiple projects. The tasks are the same for all projects, I'm just looking for any variations in the time scheduled vs. completed in order to determine if we need to allow for more or less time to complete that task. Do you have any recommendations?
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Inconsistent Report Change Saving
Scenario Details: Colleague is working with a shared report Quick changes save and update metrics/dashboard successfully Changes taking longer than 5 minutes fail to save when saved Colleague has User - View report and Editor - Can Share permissions Specific Questions: Is there an autosave feature to prevent manual saving?…
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Work Insights
Hello, having difficulty with Work Insights not capturing all rows. I've confirmed that all filters are cleared and tried updating the charts manually. Any ideas? I have ~90 rows but Work Insights are only capturing ~79.
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Merged: Organize individual sheets/reports/dashboards shared with you into folders
This discussion has been merged.
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Include Sheet Summary fields in Row Reports
I've seen several queries about this, and workarounds but can't find a suggestion so here's one! I have multiple sheets with the same name (in different workspaces). I want to use a Row Report but separate out / summarise the entries per sheet. The only field I can use is "sheet name" which is the same for all, but what I…
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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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External Report Sharing
Has there been an update, or is there a simple workaround for sharing a report to external users without sharing the source sheet?
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Smartsheet Report
Hi everyone, I'm experiencing an issue with a Smartsheet report. In one report, I grouped by project name and it displays correctly with collapsible sections. However, in a new report set up the same way, the project name disappears when grouped. Any advice would be appreciated. See screenshot belows I'm trying to group…
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Report - using the Summary option by Count, when the cells are blank it groups by blank but does not
Reports - using the Summary option by Count, when the cells are blank it groups by blank but does not count the blanks and displays '0'. I have about 200 rows that have a null value in the column I am summarizing, but the count is displayed as 0 (zero) instead of 200. How can I get the report to count the blanks?