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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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Duplicate reports and dashboards from the left navigation bar now available generally!
July 9th, 2025 You can now duplicate any reports and dashboards directly from the left navigation bar within a workspace. To do this, open the three-dot menu next to what you want to duplicate and select Duplicate. Like our recent updates to sheets, you'll have the option to rename new items and choose a destination…
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Resource Management: Collect Task "Start/End Dates" and Task "Status" Type
I don't see a way to add tags to collect a row/tasks Start Date or End Date, so it can be reported against in the Resource Management Report. Also, my team would like to be able to set a custom date range for the report but have it remain. Such as "Last 7 Days / Next 7 Days" and keep it in place as an option to select.…
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Renaming Column Name in Report
1) Is it possible to change the Name of Column in Report instead of Source Sheet. 2) Auto Columns name is appearing in the Report instead of Column Name (Ex. Created by , Modified By, Created Date and Modified Date). Is there any way to change System Columns name in the Report. Thanks for your support. Best regards.
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Have Board view work in Reports
Board view is amazing - I love being able to control what columns my users see. Please allow this to work in Reports!
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Change Formatting in Reports
It would be very convenient to be able to format a report different than the sheet. One purpose of a report is to bring multiple sheets of data together, but often those different sheets have different formatting which can make your report look awful. If you could format your report at the report level, it would solve all…
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Selecting the "From" when sharing a report as an attachment in email
My guess is no, but is there a way to select who is the sender of a report sent as a PDF attachment in an email comes from? Similar to how you can do this when setting up an automation - it can come from "Smartsheet Automation" or the owner of the sheet or the org. Seems like whoever sets-up the send as attachment report…
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Problem with Group By Sheet Name - shows old sheet name
Hello Community members, I want to present team members from several sheets in a single portfolio level dashboard, to show who is a member of what project. The data exists in similarly formatted sheets, one per project, across several projects. I have a report in which I am grouping by their sheet names. I decided to…
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2 sheet - 1 report
I created a report taking data from 2 sheets. The formats and drop-down menus are correctly captured from sheet 1 but not from sheet 2. I also noticed that the column "sheet name" was created only for sheet 1 but not for sheet 2. I created the initial report with sheet 1 and only after added the sheet 2 to the same report.…
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Why does the Sheet Summary SUMIFs formula show a different result than my report?
I am using this formula to report the total $ amount of past due projects, which rolls up to a dashboard for our team. =SUMIFS(Fee:Fee, [Key Deadline]:[Key Deadline], <=TODAY(), Status:Status, "1-Pre FMV Info Request") + COUNTIFS([Key Deadline]:[Key Deadline], <=TODAY(), Status:Status, "2-FMV In Process") + COUNTIFS([Key…