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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…
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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…
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Creating reports with multiple sheets
I already mesh a ton of data in multiple directions across 3 data tables. Looking to have a few "common" columns (Risk, Comments, etc) that are shared over the lifetime of a project with 3 different teams. -->Team 1 updates them early in the project lifecycle -->Team 2 updates them in the middle --> Team 3 closes them out…
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I need help and suggestions for creating following sheets:
Hello Community, We would like to create sheets, which will be working for the following functions and trigger the right authority on time: 1. Perform monthly vendor scorecards 2.Have an approved vendor commodity matrix that can be shared with our employees 3. Use for monthly OTD vendor ratings 4. Reminders for ISO and…
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Report Notification
Hello Smartsheet community! We’re hoping to get some guidance and see what's possible. Our staff would like to get notified of all past due tasks in a single aggregated email reminder (they get too many emails, so aggregated information is essential). Here's what we think our ideal scenario is, but any guidance would be…
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Viewing a Report in a Dashboard that is embedded in MS Teams
Hello, One of my colleagues has come to me with a query that has stumped me somewhat relating to a report not displaying on a dashboard that's embedded as a tab in MS Teams. My colleague is using the Smartsheet app to integrate into MS Teams for this instance. I'm not sure if this might be related to the…
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Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
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The Use of The Primary Column in Reports
I was having an inexplicable issue with filtering a report where rows weren't showing up for a specific sheet. I called Smartsheet support and after about half an hour we fixed the issue. I was told that when a new report is created, if the primary column of an existing sheet is blank for ALL rows, the sheet will be…
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Calendar App - Sort by Specific Field in host Sheet/Report
Is there a way to sort my data grouping by a different field? I have a column that designates a specific order I would like the data to show - but it only sorts in the column(s) and not the data grouping as desired. I don't want the data to be sorted alphabetically.
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Publish a Report in Gantt View for use on Ipad
Hi - our site supervisors out on the road need access to a specific report that is in Gantt view. I cannot seem to publish the Gantt for viewing on any IOS platform - ipad or iphone. I have tried embedding it in a dashboard but that doesn't work either. Can someone please advise what I need to do to get this to work?…