-
New to Smartsheet - Setting alerts once status has changed
Hi all, I hope you are all doing well. I have tried to incorporate Smartsheet into my daily workings and hope you may be able to help. Seemingly, Excel is far easier when setting rules, but with automation needed I decided to use Smartsheet. Currently, I have a project on hold sheet which records all projects that are…
-
Pull information from report to sheet
Hello, I have a template that my team uses for data collection each time we get a new lot of diagnostic tests we need to quality check. In one folder, "data collection forms" there are many sheets, as each lot gets it's own sheet. New lots are tested every day, so the sheets in this folder are constantly being added to. We…
-
Charting with dates using the data on the Report Item
The labels for my date are weird. How do I fix? The information under each Due dates are file names.
-
Graphing Only Total Row From Summary Report
I want to graph my summary row of my report; however, when I select the report it does not give me the option to modify what is selected to be included in the graph which is the entire report. This report is built of summary data from about 50 different sheets so doing this using a metric sheet is not really an option that…
-
Can chat conversation notification be directed to the report rather than the main sheet?
I have multiple vendor reports created from a master sheet but when I make comments to update them on a sku for the vendor to see and/or respond to, they get an email notification linking them back to the master sheet instead of their individual report. The notification also provides them the master sheet row vs. the row…
-
How do I auto-save a sheet without opening the sheet?
I use conditional formatting. When I review the dashboard, the formatting doesn't update until I go to the sheet and save. I would like the sheet to save automatically when conditional formatting makes changes. Thank You.
-
Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
-
Question on creating template tools that automatically feed and update rows to a central repository
Our department was recently running into the issue of housing data and tools in consistent manner that allows for accurate department wide reporting without the need for additional administrative activities and duties to keep it up to date As part of this I was trying to figure out a way to accomplish the two items below…
-
Reporting Indicators
Hey All - I'm creating a graph in SmartSheets, and wondering if there's a way to create an indicator (line, tick-mark, etc.) that would show as part of the graph where I could mark certain changes. In this graph, I'm showing Employee Capacity vs Forecasted Time, and I want to indicate when an Employee either left/joined…
-
Sharing report without providing access to underlying Smartsheet
Hi, Is there a possibility to share just the report without providing access to the underlying sheet to key stakeholders? I know that this is possible using the dynamic view add-on but does anyone have any sort of work arounds to be able to do this in some way or the other without using the add-on? Also, if I share the…