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Using "Current User" as a filter in reports - User states report not updating
Using "Current User" as a filter in reports I have a Current User report on our project dashboard to allow project team to filter their tasks due to be completed across multiple projects. When the user updates a sheet to complete, it does not update the report. The report only pulls status not equal to complete and…
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Create a Report that Includes Newly Added Sheets Automatically?
Is there a way to have a report built off of ALL sheets in a workspace - so that when a new sheet is added, it will be included as well without manual manipulation? Here is the use case: We have a project checklist that includes a expiration deadline date in each summary. All new projects added will have anew folder…
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Schedule Variance
How can I copy columns from one template and add them to a different template? I want to add the date variance column from the Project Gantt and budget template and add them to the Project plan template. I just want a way to baseline and track schedule variance.
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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…