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Document Builder
We have a fillable pdf that we use for daily reporting, tied to a sheet via document builder mapping, and are testing it's use for our purposes. Once we're satisfied with how we have it built, is it possible to keep that fillable pdf attached to our daily report "template" sheet when we save it as new into project specific…
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Sharing Recommendations and Limitations
I'm rolling out a new process with a client and constantly finding areas where I need to use a work around, only to find that solution won't work in another aspect. For example, I have one sheet with sales data that needs to be updated constantly by the sales team, however, I don't want them to have access to the sheet,…
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#UNPARSEABLE using COUNTIF for text objects
I have a Form which allows the recipient to answer a question via a drop down list: Example: Where would you like to go for vacation? List includes: U.S., Europe, Asia, Australia It's a pick many list so users can select any number of answers. The resulting cell then may contain something like: U.S. Europe Asia I would…
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Any Plans to add "Funnel" Chart to dashboard options?
It would be REALLY useful to be able to visualize pipeline via a funnel chart.
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Report Gantt formatting is not showing in the dashboard
Hey All, First time post. I looked through some keyword searches for my problem, but didn't find this specific issue. I am rolling up all my projects into a high level filtered report and formatting the Gantt for my directors using the following settings: Everything looks great: However, when I pull this specific report to…
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Report Filter on API generated Field
For several months we have been running an API from FUB that populates 8 different sheets. From there we run a report to filter the information via specific columns. Last week the reports stopped functioning and names seem to have changed. See photos, "Created" no longer exists. We'd like to resolve this by filtering on…
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Reports: Providing $ totals for only new entries
Hello- I've developed a sheet that tracks new registrations, with info like name, program, registration cost, revenue totals, etc. I want to create a weekly report that includes any new entries added to the sheet since the last report, but also to include the total financial sum of those new entries on the sheet. If I…
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Make reports un-editable?
Hello! How may I ensure a report cannot be edited? I recently created a new report and my viewer deleted rows in the report. This deleted not only the rows from the report, but from the underlying dataset as well. I must now start over from scratch. Previously reports were not editable, or so I thought. How can I prevent a…
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Report Creation
Greetings, I am creating a report to check the incoming date of certain items for multiple projects. While creating it, only the parent row is getting imported to the report. Is it possible to incorporate the children rows as well ? The structure of my rows in the original sheets are as follows: Shipment of X for a…
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Open Report Calendar View with Current Month
I can open a report in calendar view, but it opens on the first date in the report, and I want the ability to go forward or backward through the calendar. Is it possible to open and show the current month by default?