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Is there a way to create a report that can be Sorted/filtered by a viewer.
Hello, I have a source sheet with tons of data, and I would like to create a summary report to present to my clients. I do not want my clients to be able to accidently edit any of the information in the data set, so the columns need to be locked, or the people with access have to be viewers. In either of these options it…
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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Merged: Formatting in Reports
This discussion has been merged.
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Selecting contact list column for proof active in reports
Can I use the feature to select a contact list column when inviting people to a a proof from a report ? Or is does this only work in a sheet?
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Automatically Sync Reports When a Source Sheet is Renamed
Feature Request: Automatically Sync Reports When a Source Sheet is Renamed in Smartsheet When a report is grouped or sorted by Sheet Name, renaming a source sheet doesn't immediately update the report. The new name only appears after a change is made and saved in the sheet. Until then, the report continues to display…
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Sharing reports with data without even view access to the source sheet
Today in order to share data in Reports we would need to provide view/edit access to the underneath sheet / source sheet. That's not exactly what many of users expect from Reports. This is a pretty typical task to have a data frame (source sheet) and using Reports provide access to certain portions of data to different…
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Display chart that shows no. of tasks assigned to each person based on priority
I created a report that is grouped by 'Assigned To' and then 'Priority'. I also have summarize on for both columns. I want to chart this data in stacked columns on my dashboard to show the no. of tasks that are assigned to each person based on priority. Ex. Bob is assigned 3 High priority tasks, 2 medium tasks, and 4 Low…
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Edit recipients in scheduled email reports
I have many reports that get emailed out on a defined schedule and often the recipients need edited. Unfortunately editing recipients is not an option (only editing the recurrence schedule), so I have to recreate the entire schedule to remove or add any recipients. It is very tedious and time consuming when you have…
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I need to Sum a column from a reference sheet and display the number in my primary sheet
I am attempting to build a column formula that generates the sum of hours for a given phase (task). This is an interaction of our Main project grid and the Timesheet grid (it is one of the advanced reports Resource management offers) from Resource Management. Our main project should display the number of hours incurred for…