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Formula for RYGB Status
Hi, I'm currently using this formula for status health but it's not the best because "Not Started" status is not showing Red if the End Date for the task is in the past. Obviously, the task is overdue even if it hasn't started. Can anyone assist to make this formula better? =IF(Status@row = "Complete", "Blue",…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Interacting with reports error
Hi all, Running into an issue. So I have 5 depts that will be updating their progress in a lifecycle management of the product I'm tracking. I have created a sheet where I get all the overview and have conditional formatting whenever someone clicks on the checkbox their portion becomes green. The issue I'm running into is…
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Sorting ascending order (monthly)
Hi, I'm having trouble organizing the column in ascending order. I'm trying to plot this into the dashboard and after Jan comes Oct as I'm trying to group them together. Before I tried not to put a number before the month that messed up the order more. Not sure how to fix it. Any input will be appreciated.
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Report grouping by system generated date?
I'd like to create a report that groups entries by created date, without the timestamp. The entries come from a form, and adding a system generated 'created date' is more efficient. However the grouping function ends up splitting every entry separately because of the timestamps being different. Is there a way to group by…
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Change a cell value If a certain Postal/Zip Code is entered, is it possible?
Hi there helpful people! I am using smartsheet to track jobs in order to then export a monthly report. I have approx 2000 postal/zip codes attributed to client sites within a particular State - and what I'm hoping to do is set up an automation (either within a workflow or a formula) where if a particular postal/zip code is…
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Report Builder Automations
Hello Smartsheet Community, I'm building a report and I'm wondering if I click into an entire folder collection for my source sheet, will the report auto-include new grids that get added to those folders or will I have to manually add them as they get created?
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Email automations in report not working
Hi. I need help with setting up a report to send monthly to specific email addresses every month. I saw others recommendations on automating the "Send as Attachment" in the report, which I tried and it is not sending the reports. Here's the steps I tried: I created a report "Gas Receipts Monthly Report" which will send a…
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Company logo while using Control Centre
I've previously uploaded my company logo so that it appears on sheets and reports which are exported. However, reports that have been created within Control Centre have the Smartsheet logo when exported. How can I fix this?
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PDF reports with totals
Is there any way to show the totals on a report when sent in PDF form? Anyone found a solution or workaround?