-
Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
-
Question on creating template tools that automatically feed and update rows to a central repository
Our department was recently running into the issue of housing data and tools in consistent manner that allows for accurate department wide reporting without the need for additional administrative activities and duties to keep it up to date As part of this I was trying to figure out a way to accomplish the two items below…
-
Reporting Indicators
Hey All - I'm creating a graph in SmartSheets, and wondering if there's a way to create an indicator (line, tick-mark, etc.) that would show as part of the graph where I could mark certain changes. In this graph, I'm showing Employee Capacity vs Forecasted Time, and I want to indicate when an Employee either left/joined…
-
Sharing report without providing access to underlying Smartsheet
Hi, Is there a possibility to share just the report without providing access to the underlying sheet to key stakeholders? I know that this is possible using the dynamic view add-on but does anyone have any sort of work arounds to be able to do this in some way or the other without using the add-on? Also, if I share the…
-
Creating reports with multiple sheets
I already mesh a ton of data in multiple directions across 3 data tables. Looking to have a few "common" columns (Risk, Comments, etc) that are shared over the lifetime of a project with 3 different teams. -->Team 1 updates them early in the project lifecycle -->Team 2 updates them in the middle --> Team 3 closes them out…
-
I need help and suggestions for creating following sheets:
Hello Community, We would like to create sheets, which will be working for the following functions and trigger the right authority on time: 1. Perform monthly vendor scorecards 2.Have an approved vendor commodity matrix that can be shared with our employees 3. Use for monthly OTD vendor ratings 4. Reminders for ISO and…
-
Report Notification
Hello Smartsheet community! We’re hoping to get some guidance and see what's possible. Our staff would like to get notified of all past due tasks in a single aggregated email reminder (they get too many emails, so aggregated information is essential). Here's what we think our ideal scenario is, but any guidance would be…
-
Viewing a Report in a Dashboard that is embedded in MS Teams
Hello, One of my colleagues has come to me with a query that has stumped me somewhat relating to a report not displaying on a dashboard that's embedded as a tab in MS Teams. My colleague is using the Smartsheet app to integrate into MS Teams for this instance. I'm not sure if this might be related to the…
-
Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
-
The Use of The Primary Column in Reports
I was having an inexplicable issue with filtering a report where rows weren't showing up for a specific sheet. I called Smartsheet support and after about half an hour we fixed the issue. I was told that when a new report is created, if the primary column of an existing sheet is blank for ALL rows, the sheet will be…
