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Health Status on Report
Hi All, I've been building my files and reports. I've gotten my RGY formulas down, however, how in the world do I get it to give me a RGY health summary as it does for the other columns? I have a report that pulls in each rep as I have it below, just missing that one piece! Am I missing a step?
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Creating an automated report
Hi, It's me again. Today I would like to ask if it is possible for reports to automatically select items that meet all the requirements of a set criteria. What I would like to do is make it so that when a task is completed and the box is check, that that task is added to the report and displayed on a dashboard. Is this…
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Convert Numbers to Text so I can show a range keeping the comma delimiters
I have two columns of data showing prices, say $1,100 in one and $2,200 in another. I want to display this as a range in a report as "Your price is $1,100 - $2,200". I used this formula: "$" + $[Report Low Price]@row + " - $" + ($[Report High Price]@row which returns "$1100 - $2200", how can i have it include the comma…
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Build a report that includes user input
I have a smartsheet with approx 30 parent rows and anywhere from 30-65 child rows per parent. I need to provide numerous individuals with reports for individual parent rows. Can a report be 'dynamic'? i.e., report requires input from user (preferrably by selecting from a dropdown) and then the report is generated. I…
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Replacing an Employee in Smartsheet
Hi - if you hire a new employee to replace a former and want the 2nd to take the place of the 1st on all reports, how would you suggest the transition? Having the second employee sign in AS the first employee doesn't sound like the ideal situation. Thanks!
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Free Users and Reports
Our company has many free users as that is all they require with a limited number of licenced admins. My issue is regarding the Reports. As an admin I can create and edit happily but my free users are suddenly unable to change the filters. I've looked up free user access and Smartsheet specifically says they can still edit…
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Report Summaries Averaging RAG Status - Functionality Request
A major limitation I am currently finding with Smartsheet is the ability to be able to pull average RAG status summaries into Report Summaries for charts and consolidated reporting across multiple projects. For example - 10 project plans with 5 business units where I need to track % complete and RAG Status (which is based…
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Report Summaries - RAG Status Summary - Functionality Request
A major limitation I am currently finding with Smartsheet is the ability to be able to pull RAG status summaries into Report Summaries for charts and consolidated reporting across multiple projects. For example - 10 project plans with 5 business units where I need to track % complete and RAG Status (which is based on…
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Master File sending selected columns to new consolidated sheet
Hello all, I'm quite new to smartsheet and I'm trying to find advice on consolidating data. I have a sales report that comes out of my ERP that has info on orders for multiple customers, sales data, delivery dates and plus loads of extra data. I wanted to upload this master file once a week to smartsheet and then have…
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Direct access to a sheet via a report
How is it possible, in a report, to access the referenced sheet directly from a report? Thanks for your help.