-
Group Rows in Sheet, not just in Report
I would like to view rows grouped by their category (from a dropdown column) in Sheet form, so that I can add new rows while viewing my data in an easier-to-read format. Currently it seems grouping can only be achieved in a Report which does not allow me to add new rows. I am new to SmartSheet but have intermediate…
-
Refresh Rate of Data in Admin Center Reports
I am in my first reconciliation period under the new USM. Per your recommendation, I am using the Seat Type Report and Sheet Access Report to see the activity of my users and to determine who needs to be a Member, and who should be a Viewer. The Reconciliation period is 30 days, yet the reports don't pull live data and…
-
Time Zones
Smartsheet "Reports" created dates are showing in UTC time, can this be changed to EST?
-
Report Type Indicator
It would be great if there was a clear, obvious indicator somewhere on an existing report of whether it's a Row Report or a Sheet Summary Report. Currently, the only time that distinction is expressly stated is when you create the report and have to pick one. For advanced users, it's generally clear what kind of report it…
-
Seat Type Report to show Owner Status
The Seat Type Report currently displays Owners 'highest permission given on asset' as Admins - it doesn't specify they are an item owner anywhere. It would be helpful for Sys Admins trying to evaluate their end users' use of the tool if we could see the different permission levels down to Owner vs Admin in this report.…
-
Automatically Add New Sheets to an Existing Report
Can new sheets be added to an existing report automatically? I am using Smartsheet as a project tracking tool. As I add new project schedules, I want those new schedules to feed an existing tasks assignment report. Can I do this?
-
Filtering in Reports
Hi, I want to add a filter on this report that only shows a group of rows if the Sum of that group is over 50. So for example in this screenshot, it wouldn't show the bottom 2 groups. From what I can see, that's not possible. Am I missing something? Thank you!
-
best practices for soliciting input from assignees
I'm tracking project tasks in Smartsheet and can assign tasks to persons within my organization. I also use automation to let those persons know. I want those persons to be able to view and edit their assigned tasks without have to see the full list of tasks. Reports and dynamic views, although great for me as the PM, do…
-
How are users added to the User Management page of the Admin Center vs the user reports?
I have opened MULTIPLE Smartsheet support tickets (which have since been closed) and discussions with our account reps without success so I am hoping someone in the community can help me. Since November 2024, I have been trying understand the logic around how a user is added and removed on 3 user reports User Roles and…
-
Best method for linking 2 sets of data together that use forms to collate the information?
I'm working on a project to help devise a solution to track all of our organisation's skills & talent initiatives, plus that will provide us with some useful metrics. The plan is have 2 forms - part 1 that collates all of the schemes' information and then a part 2 that collates information on outputs, but which is sent…