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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Reports: Column Formula Updates
Hello. I attended SmartSheet Engage 2022 - and was so excited to hear that column names would auto update when changes were made on the sheet without having to update each report. I believe they said this was already a feature. Unless I'm missing something, my reports are not updating based on the columns on the sheet…
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Sheet Name in report filter not working
Hi Smartsheet Community, I have added a Condition in the filter to exclude sheets with "OLD SS" in sheet name but it is not working. Can anyone please let me know what I have done wrong? Thank you.
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Calculating average time spent in each phase
I am looking to create a sheet that moves through our 5 stages of work and how much time is spent in each phase. What is the best way to go about this?
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Share sheets as hidden
When sharing a report that needs to be edited i also need to share the sheet onto the person editing. For some of my sheets this can cause GDPR concerns as i don't have sheets per company only sheets per process. (It would kill all efficiency to have to create a sheet per company for each process). If i could share the…
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Anyone get Outbound Cell Links are Functioning but Not Displaying Properly?
What does this mean? Learn more just tells me about cell links, not why i'm getting this message every time I open a specific report.
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How can a contact field by aggregated to show a count?
I have a list of projects and each project has an individual as a contact. An individual could be listed for multiple projects. I'd like to chart to reflect how many projects each individual is responsible for. The trouble I'm encountering is that the report doesn't allow me to summarize on the contact list field and the…
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Limit rows on a report
Sorry if this has been asked somewhere else.I am new to SmartSheet and have had a look in community but couldn't find an answer. I have a Kanban board setup in SmartSheet and have a few reports running that are displayed within a dashboard Currently I have a report that pulls all items and orders by a creation_date field…
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Report Column Synonyms
When creating a report, would love to be able to apply a synonym to a column, similar to having the option to apply a label to a form field. This would offer great flexibility for report writers and consumers by providing the ability to support the custom terminology. For example, the 'Name' field in a Demand Management…
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Allow free users to edit a filtered sheet or report
How can I share a filtered sheet, or a report, with a free user and have them be able to edit it as well? So far all I have found is the ability to make a filtered report and then share that, however I need to share the source sheet as well then, thus defeating the purpose of the filtered report, since I only want this…