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Track Birthdays and Anniversaries coming up
I am trying to set up a dashboard to allow me to see upcoming Birthdays and Anniversaries, with them being sorted to earliest upcoming being at the top of the list. I tried, what I thought would have been to do a min collect, without luck. Then I thought maybe someone had a better idea as to how to make the happen.
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Allow Send as Attachment Within WorkApps
Allow users to set a Send as Attachment within WorkApps. I've given permissions only via WorkApps and would like the user to be able to get the attachment without having to be shared to the actual sheet or report.
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Setup Notifications for When Reports Change
I'd like to be able to setup a notification for when an additional row is added to a report. Currently we can do this with sheets but it would be useful to also have that feature built in for reporting to do the same so that when new data is added to a report I can be notified. While this can be done in the individual…
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Report: Show me child tasks ONLY if the parent is In-Progress
Hello, I'd like to build a report. My goal is to see only "Milestone" tasks (of any status), but only when the Parent Status is "in-progress". I can't seem to find the right combination of filters to build this report? Can you help? thank you tons!
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Can you change the number of decimal places in a report's "Total" field for averages?
This is a report that is populated by a few sheets and is used to average the columns. Look below and notice how the Avg for the manager has only 2 decimal places. However, the "Total" has 6. Can we make Total have 2 decimal places like the manager line?
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Cross Project Dependencies
Hi SmartSheet Community! I have built a portfolio of projects and I want to create an additional project within the portfolio to capture action items that need to be completed before some of the tasks in the related projects could complete. Example, I'm making ice cream and I have three projects in the portfolio: Vanilla…
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How can I pull data that needs to be matched from two sheets into a report?
Hi all, I have created a sheet for our active projects and a second one for what we call document details. Sometimes we have multiple documents for one project, and they'll be in separate rows. The one field in common is the Project ID. It is the primary column in one sheet but not the other. I don't know if that is…
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Auto refresh formula fields in a report
When you try to update the value of the cell that will trigger the calculated fields in your Report, it will automatically update on the sheet but it doesn’t reflect in your Report as you have to refresh it before seeing the updated value. Please always automatically refresh the Report to see the updated value of the…
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Adding another layer to my report formulas i.e. another way to group the statements
I'm trying to filter a report with multiple levels of filtering, however, I can't seem to find a way to add the last level. I have 4 groups of AND statements bound together by an OR, but I need to add another AND that binds that whole previous statement together. I want Record type is equal to "Opportunity" to apply to all…
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Pull Report from a Control Center Project that includes the row on the Intake Sheet
Hi there community, I'm hoping there's a guru out there who can help me! I'm trying to create a report that includes different sheets from a project that was provisioned with control center. HOWEVER, I want it to include the row from my intake sheet that the project was provisioned from. The report that I'm trying to…