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Multi-Select Projects to "Update Reporting" in Control Center
Whenever a change is made to a blueprint in control center we are already disadvantaged by only being able to apply this change to future projects created from the blueprint. We can however, using Global Updates retroactively add certain rows to summary sheets that can be a proxy to apply changes to existing projects.…
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PM trying to see overdue tasks across all projects ONLY for projects I am a PM of
Hi all, I am a project manager and there are 5 project managers in my organization. I want to be able to pull a portfolio level report to show all the overdue tasks that I am a project manager of. I have control centre and I also bring in PM as a profile data into my project plan. What is the best way to achieve this?…
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Setting up a Monthly 'Check In' Safety Audit
I've tried this a few different ways and keep hitting a bit of a wall. Has anyone created a Monthly Check In for Safety for multiple Sites of a business? The idea would be every month someone at one of the sites can submit this 'audit' and we'd track that it has been done each month. The 'checks' at each site would be the…
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Report filter permissions?
I've created a report that I want users to be able to filter, but I don't want that filter to be saved (e.g. the next user who opens the report will see no filter). I've tried changing user permissions from viewer to editor, but with both they're not able to apply a filter (it's greyed out). Then I tried creating a saved…
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Reports and Dashboards Backup
I would like to be able to set up recurring backups for reports and dashboards just like we are able to do so for Sheets in a workspace.
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Reorganizing the order things appear in Workspaces
It would be really helpful if we could reorganize the sheets, reports, and dashboards in Workspace. Currently it is set up alphabetically, which is really messy for my purposes, and I would love to be able to move my guide dashboard to the top, even though its name is not alphabetically first.
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Report Access - Names disappearing
Good Morning, I have granted access to individuals to a report and the main sheet feeding the report. Yesterday, they were able to see their assigned information via current viewer and then the next day they are not. When I go back in their name is missing from the report section. How does that happen and how do I resolve?…
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How can I group a Contact List column from a source sheet in a Report?
I'm currently working on a report and trying to Group and or Summarise a column that is a Contact List from the source sheet, but finding that I can't do this. I want to be able to run a report that groups projects by team member. I've searched Smartsheet Community and Google for answers, and looks like it's not possible.…
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Is there a way to Auto Open a Report or Dashboard the moment I log into Smartsheets?
I would like a Report or a Dashboard to automatically open as soon as I sign into Smartsheets. Can this be done? Thanks!
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Why is the Report Builder Icon not showing? Just a refresh button.
Hi, I'm new to Smartsheet. I'm trying to edit the columns in my report, but report builder is not showing. All I see is a refresh button. I've included an image below.
