-
User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
-
Roll-up report with dynamic view?
I have a situation in which I’m going to have a team of people, each assigned a group of sheets/projects, and more sheets/projects will be added regularly. I need to be able to: a. Aggregate data from each person’s sheets so they and their managers can monitor progress; and b. Give the team a user-friendly way to keep the…
-
Removing Comments from a Published Report
Hi all, We would like to remove the comments from rows in a published report. I came across another post from August 2020 inquiring about the same thing. There was no feature to do so at the time. Has anything changed since? Thank you in advance.
-
Can we bulk export sheets to PDF that are part of a report?
This question stems from a previous topic. Given a report that pulls from 10 sheets (updated by different PM), can I bulk export all sheets to PDF so I can drop them in a Box folder for archiving with a weekly report summary?
-
How do I display a different symbol based on multiple values?
I've searched the community and tried multiple formulas but I cannot seem to get this scenario to work. I have a '% Not Achieved' summary field, and depending on the % I want Green, Yellow or Red to display. Scenario: 0% = Green 1% - 10% = Yellow 11% and over = Red This is the formula I'm currently using. I get the Green…
-
Send report as attachment in Excel format without comments
Hi, I would like to send a report in Excel format, but do not want the comments to be visible to recipient. Currently they are on a separate tab. Rgds Warren
-
Reports not sorting by assignee?
Does anyone else have issues with newly created reports not sorting by Assignee? I am perplexed, have initiated the sort order to be by assignee and nothing happens. Can someone please confirm I am not just seeing a photographic memory of the report before it was sorted?
-
I would like a chart in a dashboard show the sum value in the summary line of a report
Hi everyone. I have reached the max on a sheet leaving me to archive it and creating a new one. Once I have done this, I want both sheets on my report and from there sum the values and then portray that value in a chart on a dashboard. Currently the dashboard shows the chart from each sheet, not the sum of both sheets. How…
-
Status Report / Table
Hello, I am stuck with piecing together what I thought would be a simple visualisation. I'm trying to build a report to go into a dashboard that shows the status of various projects in a table like this: I need the columns across the top to run left to right in a specific order and beneath that I want my Project Names to…
-
DynamicView and reports with groups
Anyone have ideas about how to use DynamicView to show column summaries as we now can in a report?