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Report Question
Bringing this to the community before I jump in to try to figure it out because you are all so helpful and smart. If I have a report "Tracker C" whos filter brings in projects which have content in a comment field called "comments". I remove comments when I want a project on Tracker C to come off of the report. I want to…
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Asset register report/dashboard showing latest child row data only
Hi there, I'm trying to build an asset register in smartsheet with parent rows for the initial addition of the asset record and then child rows to record any future tickets logged against that asset and the corresponding asset status (so the asset history can easily be tracked). The objective is to provide customers with a…
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Update Reports using the API
I found an old thread in the community about this, so mayn users are looking for it a long time already. I need to be able to update reports using the API, most importantly I want to add or change the source sheets of a report using the API. In my current case I have multiple reports using the same sources and if a new…
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Smartsheet Report - Filter by Month
I want to show data in a report for this month. It would be nice to have the functionality to filter by this month in the report. It looks like you can do this via a workaround a helper column and a MONTH formula, but would love to be able to do it without the workaround (and without needing to create another unnecessary…
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Attractive Output Report from Smartsheet data?
We use Smartsheet for an auditing system but I need to find a way to output the information from each audit that produces an attractive, professional looking report. I have tried the dashboard within Smartsheet but it has too many limitations. We have static information but also information like audit actions that change…
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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
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Insert or Copy Photos to Reports
It's very easy to insert photo into sheet cell. You can also easily copy and paste photos to cells from the clipboard. However it does not work in reports - the only thing that can be done is copying and pasting the photos from the same report.
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Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding…
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Insert Image in Report
I have a report that I would like our subcontractors to upload photos into. It has gotten a little burdensome to figure out which rows have the information we need with all of the attachments per row, and we thought it would be a good idea to put a single photo into a cell instead of an attachment; however, the report…
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Insert Image into Report
I have a report that I would like our subcontractors to upload photos into. It has gotten a little burdensome to figure out which rows have the information we need with all of the attachments per row, and we thought it would be a good idea to put a single photo into a cell instead of an attachment; however, I can't seem to…
