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入出金履歴管理の設計について
個人単位の入出金管理について、設計の相談です。 Aさん〜Gさんなど複数名の入出金を管理しており、
以下のような構成を考えています。 ・シート①：全員分の入出金履歴（1行＝1取引） https://app.smartsheet.com/b/publish?EQBCT=63bab2005ccb46e5922aac9efd9bf560 ・シート②：名簿（個人マスタ） → 名簿側で現在の残高（SUM）を確認できるようにしています。 ・レポート①：個別の入出金履歴 https://app.smartsheet.com/b/publish?EQBCT=f090df15bdae4df894da7fc4ae26dfa2…
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Merged: Reports: Add Filter Option for "Current Month"
This discussion has been merged.
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Flag first occurrence as “Unique” and others as “Duplicate” by person + date
Hi Community, I’m working in a sheet with a bunch of historical data that has these key columns: [Personnel Name] (staff contacts) Date (date) [Duplicate Check] (text, where I want the formula to live) What I’d like to do is: Treat each combination of [Personnel Name] + Date as a group. For each person+date group, mark…
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Is there a way to show a report of duplicate names across multiple sheets?
Hi all, I have about 6 sheets that act as master rosters for 6 different programs. I would like to have a report that shows which individuals show up across those multiple programs. Is there a way to filter a report to only show those individuals or is there another way of doing it that might be better?
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Move attachments between sheets
Is there any way to move attachments between sheets without the clunky "Move a Row" or "Copy a Row" automation?
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Month Function Sorting in Report
Hello! I have a sheet that captures items and their start/end dates in a date format. I am trying to create a report that will group the items by the Month that the item is taking place in chronological order (Ex: All items with the target end date in January would be grouped under "January", followed by all items with the…
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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Anyone Else See Stuttering Report Menues?
I have a weird, recurring issue with the column select menu on reports & I want to see if it's something others have experienced. I've found that If I try to scroll down on the column select menu for a report [new or existing] using the scroll wheel on my mouse, it keeps skipping back up. I can usually make it down a dozen…
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I need to pull certain data from a sheet to another with specific criteria such as (completion 0%)
I am trying to write a formula that allow me to pull certain data from another sheet with completion % 0 and with specific type/name. I need help with the formula
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Smartsheet Seat Type report Issues
Has anyone had issues with the Smartsheet Seat Type report? We have inconsistent data with the reports and admin center. One of our Smartsheet admins only shows making 6 edits within the last 90 days, but has over a hundred thousand edits for previous periods. The last paid activity date from the report shows 11-14-25, but…