Reports
Discussion List
- Good afternoon, I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of thei…
- I'm looking to improve how I've set up several metric sheets to make sure data is staying up-to-date. The components of the workflow are here: Sheet 1 = This is the reference sheet that is used in rep…
- I have a row report that grabs data from two sheets. Everything gets Grouped by a primary identifier. Because the two sheets are generated at different times (think a multi-stage form), I'd prefer to …
- Hello, We are using a form to track a task. The user responsible for completing the requests on the form receives an email notification to take action. Is it possible for a summary report to be sent o…
- I'm trying to get an IF function to work in the Health column of my sheet using the following logic: If budget used cell is less than or equal to 74, return "GREEN" If budget used cell is between 75 a…
- Is there a way to build a report consisting of only parent row information? I am trying to show overarching HR Processes in my sheet (parent row) without pulling in the sub-tasks. I tried a checkbox r…
- How do i change the data source of a metric widget? You can 'add data' but this adds a new one. In my particular use case we can now copy and paste widgets between dashboards, however this is no way t…
- I have a sheet with a list of assets. There is a pull down menu that defines the status - I need to know when the menu is set to "complete". I can do that easily with a filter - but I want to cull the…
- We've setup the Jira connector and sheet indenting is correct. How can we have the same hierarchy setup in reports? When I group by epic all subtasks fall off... I don't see the option to group by Cat…
- My team currently uses a vertically formatted sheet as a Project Management Schedule. Using Gantt charts, we track tasks and milestones in rows vs columns. Of course, now, I'm being asked to report on…
