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Milestones not showing in report on Dashboard
Hi, I created a Report based on a Sheet that shows 7 milestones in the gantt view. At first, on the Sheet the milestones weren't showing up, but they were showing up in the Report. I deleted all the dates & durations on the Sheet and re-added them (using 0 for milestone) and they showed up. I saved those changes and…
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Deposit summary report vs. bank statements
Hi, We're trying to create the following project. I would appreciate getting some input on how to program it correctly. As a healthcare billing company, we post all account receivables to the patient's ledger. At the end of the month, we need to tie out the deposits posted to the bank statements to confirm that every bank…
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Creating multiple ranges without formula
I have inherited PMO reposinsibility for a large program in Smartsheets. I am going through the process of linking the various schedules, finance/risk/issues registers and other sheets for about 15 projects, all of which link into sub-programs and then up to the overall program. Is there any way that I can go into an…
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Any way to see where a column is being used in a report?
Doing a clean up of a master sheet and running into issues where we think we can delete a column but it's actually being used in a report somewhere, either as part of the filter or just as a displayed column, and giving me quite a bit of grief. Is there no way to quickly figure out where a column may be being used? I love…
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Smartsheet at- risk formula
Hi all, I'm having a little trouble with creating the right formula for my "at risk" / "attn" column. I only want the column to flag is the status is not complete and the target end date is past due. My current formula is =IF(AND(Status301 <> "Complete", [Target End Date]301 <= TODAY()), 1, 0) Currently, the column flags…
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Dashboard custom error message
Is there a way to create a custom message on a dashboard if criteria isn't met? One of my dashboard reports is set to the "Current User" filter. The problem is, if the current user doesn't have anything, the widget just shows an error instead of either a blank report or a better message to help the user out a little. Is…
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Only Show Tasks with Completed Predecessors in Report
Hey folks. We have a number of projects with the right dependencies set up. We have reports for all our people to use. However, they're seeing tasks before those task's predecessors are complete. That's causing them to start tasks before the tasks are ready to be started. Is there a way to only show tasks with predecessors…
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How do I change the columns on a task rollup report?
I'm trying to replicate the Task Rollup report that is available in the Smartsheet templates. However, for reasons I can't figure out, I'm unable to get different values for the Status column to populate the columns like the template does. Instead, it imports every task in the base file and it's respective status as rows.…
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A few more updates to the new report builder
Hi Smartsheet Community, We’ve received a ton of feedback from you about our recent updates to reports, the report builder, and grouping & summary. We just want to say thank you - your feedback is critical to helping us deliver the best possible capabilities! Based on your feedback, we’ve made a few changes which you’ll…