-
Reporting functionality on dashboards
I am trying to pull together a view of my portfolio that takes 7 projects and pulls the milestones. I want to be able to have the seven projects each be able to expand/collapse individually, ideally from the dashboard, however, I'm having difficulty figuring this out. Seems like it is an all or nothing setup. I have my…
-
Exporting Workspace Shared To and Permission Settings
Hello!! Currently doing a review of who all has access to my workspace in Smartsheets. Is there a quick an easy export or something to see who all has access, their permission, and License type within a given workspace? Part of this exercise is determining who all is in my workspace and if they need Edit/Viewer access to…
-
Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…
-
Is it possible to get a report on use of Pins?
Can I run a report on users activity related to Pins? Or could a CSM request this report from professional services?
-
Metrics Widget Formatting Issue
Hello, I have created several sheets and reports to be able to live track my progress in a teacher training program. I used a Metric widget to pull the remaining hours from my sheet into a dashboard which works beautifully in the desktop version, but when I look at the mobile version, the formatting is all messed up. I've…
-
Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
-
List workspaces API returns all workspaces in Plan (tenant)
As a plan administrator, I need the ability to list all workspaces in the plan so I can ensure tenant-wide compliance. Currently, I can only list the workspaces that are shared with my API account. This is a gap that puts our SOC 2 Type II certification at risk.
-
Why is Gantt View Displaying an Entire Extra Year?
I created a Gantt chart in Reports to display key milestones in a project. The project is set to end in 2027 and there are no dates in the source sheet past June of 2027, yet the Gantt chart is displaying 2028. I have played around with the time display settings, but am still seeing this extra year. Does anyone have a…
-
Can you parse a summary field from a report into another report?
I have a dashboard series of reports that have the sum of all room populations for the specified spaces in the report summary. Is there a way to capture the summary from these reports? I want to have a text box that displays these sums… I am trying to avoid having to setup yet another helper column to count up these spaces.
-
Gantt Chart Report Formula Blockage
Hey Smartsheet, At current we are unable to change the end date in a report if it is linked to a gantt chart as the formula that links the start and end date stops this. It would be great to find a way around this so our PMs can update end dates in forms. Kind regards, Arthur