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Reports: Providing $ totals for only new entries
Hello- I've developed a sheet that tracks new registrations, with info like name, program, registration cost, revenue totals, etc. I want to create a weekly report that includes any new entries added to the sheet since the last report, but also to include the total financial sum of those new entries on the sheet. If I…
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Make reports un-editable?
Hello! How may I ensure a report cannot be edited? I recently created a new report and my viewer deleted rows in the report. This deleted not only the rows from the report, but from the underlying dataset as well. I must now start over from scratch. Previously reports were not editable, or so I thought. How can I prevent a…
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Report Creation
Greetings, I am creating a report to check the incoming date of certain items for multiple projects. While creating it, only the parent row is getting imported to the report. Is it possible to incorporate the children rows as well ? The structure of my rows in the original sheets are as follows: Shipment of X for a…
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Open Report Calendar View with Current Month
I can open a report in calendar view, but it opens on the first date in the report, and I want the ability to go forward or backward through the calendar. Is it possible to open and show the current month by default?
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Is it possible to edit a report from a dashboard?
Hi. We are creating a Smartsheet dashboard for our incoming projects. Each project manager will need to make comments to their respective projects. Is is possible, if we add the project report to our dashboard, that a PM can edit the report from the dashboard and have it save the edits? Thanks, Shawn
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Trouble using countifs referencing another sheet and adding either "NOT" or an "OR"
I am trying to write something that will do multiple countifs and either include a range of ORs or allow me to exclude rows that have a particular response in a given column. =COUNTIFS({NEOP Tracking Range 2}, [Column5]12, {NEOP Tracking Range 4}, [Column5]@row) This works great. Now I need to only see employees that have…
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Data entry into a report
Hello, I would like to have users enter data into a report, and not the underlying sheet or sheets. I know you can edit data in a report, but you cannot enter new data from the report view. Is this possible? Or are there creative ways to do this? I was thinking of creating a dashboard with the report, and then an entry…
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Maintaining Sheet Parent-Child Relationships on Reports?
Is there a way to maintain the Parent-Child task relationships from a sheet on a report? I am trying to create a Gantt view to use as a timeline on a report so that users do not have to access the actual project plan to see this update, and to focus the users on specific information. Unfortunately, the Parent-Child…
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Report Filtering on a Cell
Hi all, Is it an option to Filter out items based on 1 cell in a sheet? We have a project plan and there is a cell that designates the entire project complete that is at the top. Is there a way to exclude data from sheets that have that cell as complete or do you have to filter based on an entire column? Thanks for any…
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Help with 30/60/90 day view of resources
Hi, I'm trying to build a report that will provide me a 30/60/90 day view of all resources. How many tasks are assigned to each resource in these time boxes. I'm finding if you have multiple resources assigned to a task the report doesn't count/assign it to both resources for example. Is there any way around this?
