-
Automations not kicking off when cell updated from a report
I have projects with automations that update a target cell after a source cell has been updated. Specifically: if % Complete = 100%, set Status to Complete. The automations work when I'm updating from within the project sheet. But when I update % Complete from my master report that aggregates all my projects, then I notice…
-
Creating a Portfolio View for Project Outcomes
Hello- I am trying to create an executive view for our portfolio that highlights the Project owner, status, summary, and then active issues, risks and changes. Mock up: I have created summary fields within the project plan, QRAIDD log and change log in order to get the count like my mock up above and am creating a summary…
-
Formatting Sheet Summary Reports
Enable formatting in sheet summary reports. E.g changing text size, bolding, colour, move value to centre etc. Currently sheet summary reports look sloppy, requiring time consuming work to add the values as metrics to dashboards if you want them to be presented well.
-
How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
-
Report grouping glitch?
Hi there, I am confused about something. I have a report pulling data from multiple sheets. I am then grouping the data by Sheet Name. However, when I do that, the sheet names don't match. This isn't a huge problem, but it makes the associated graphs I create hard to read with the longer sheet name. The original sheets…
-
System Admin: Power for Info Gov?
Hello, As a System Admin, I have to check User Sheet Access and User Type reports often to ensure my users (3k+) are utilizing the system in accordance with our company regulations. I would love a feature that will allow me to mark certain sheets, reports, and dashboards with feedback without having to download every sheet…
-
Create a "This & Next Week Projects Report" in Smartsheet using RM advanced reporting
Hello, For a while now my teams have been missing a way to see their workload in the coming weeks. Taking screenshots of rm.smartsheet.com or giving them a licence to it are options, but it is either too manual or too costly for my taste. A more realistic alternative was to export reports from RM, reimport the files in…
-
Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
-
Merged: Automated workflow from reports
This discussion has been merged.
-
Merged: Need Automation workflows added to Reports
This discussion has been merged.
