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How do I add a contact to a report that’s pulling select tasks from multiple project schedules?
Newer user here!! What’s the best method to pull a contact (PM Assigned To) from an intake sheet into a report that’s already pulling select tasks (Materials) from multiple project schedules? I'd like to be able to show the project manager, as well as sort by PM, for the project on a materials report; which is a list of…
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Best Way of Being Able to Display Data Using a Current Sheet, Archive Sheet and Summary Reports
Hello, I'm assisting some colleagues with a solution that helps track music session bookings. There are a number of summary reports set up, which the metrics are then displayed on a dashboard. It's been set up for exactly a year, but they only want the current financial year's data to be displayed. They came to me asking…
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Form to filter report
I have a SmartSheet Form collecting information for room areas for different building types. Can I have a checkbox for each room? If the box is checked, the Recap Report will include it in the room area calculation.
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Using Formulae within Smartsheet Reports
Hi all, I am working on a project to aggregate data on a pan-European level with different Smartsheet files, a file per country. I bring all these different country Smartsheet files together using the Smartsheet report functionality. Some of the country data is in local currency and/or in square feet. I would like to have…
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Copy Row by Automation
I'm copying rows that meet specific criteria from multiple project sheets into a single different sheet using an automation. When looking at the destination sheet, is there an easy way to determine what source sheet each row came from? Similar question for reports - If a report is collecting data from multiple different…
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Merged: Save multiple filters in a report
This discussion has been merged.
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Report by user: Filter empty for only one user
Hi, I have created a report by user and it works fine for all users of my sheet with the exception of one user. The field that I have marked in yellow below is showing empty for this one user and therefore not pulling the data for her, she only gets a blank sheet. How can I fix this? Thank you! Christine
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Report Question
Greetings, I am sure this is a no brainer question and I did try a search. Also, I am rusty, it's been awhile, apologies. In a row report, I am pulling data from the "Mother of all Sheets" were everything is stored. We interact with this sheet using extreme care. In my Row report, I can can sort and group moving where the…
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Sorting in a report
I am filtering information on a report by Start Date in between Jan 1 and Dec 31 of 2022, start date is in the future, and in the next 120 days. Grouping it by month (January - December). This is populated by a helper column formula that takes the month from the start date and converts to the month. I am grouping the…
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Creating Calculated Column in Report (Formula Column)
Dear Smart Community, I looking for the calculating column in the report instead of creating new column in the Source file. I have 7 level of approval and want to know the approval period in this case I have to create 7 new column in the source file instead of this is there any option to create calculated column in the…