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Plotting cost over time
Hi- I am trying to either graphically or with subtotals display cost over time as aggregated preferably by month, but also want to consider by week. I am easily able to plot cost for items that begin or end in a calendar month, but not for items that span months. I am pretty sure each cost would need to be broken down into…
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Sharing segments of a Form's responses
I am looking to share only select results of a Form using a Report, but, in order to do so, it appears that I would need to provide access to the initial Form results. Is there a way to avoid doing that so that the person cannot see all of the form's results (i.e. departments other than her own)? The Report doesn't…
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Multiple conditions (from different columns) applying conditional formatting
1 Can I do conditional formating using more than one criteria (different Columns) We track goals for residents and if the goal is not met within the required timeline I would like it to highlight the total in red. is there a way to make 2 conditions for the same formatting rule? example if frequency is '30X/Month' and…
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Set a date in a report that only pulls yesterday's date
I have a report that I need to pull units from yesterday. When I set the date threshold as 1 day in the past it pulls units that are from today and yesterday. How do I set the date to only pull from yesterday's only? thanks in advance for your help.
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Report with What and When requirements
Hello community, I need your help on this report. The solution is probably very easy, I just cannot get my head around it. I have a project plan with one column "Flag" (lines can be flagged with the little red flag) and a column with the finish date. Now I want to create a Report, which shows me all "flagged" tasks, as…
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How do I use the task rollup report to summarize multiple project plans?
I am struggling to get data to show and the other threads on this topic did not help me. HELP!
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Selecting one row across multiple sheets for reporting
Is there a way to select/display just one row's information from multiple sheets into one report? Meaning if I am using the same template across 25 sheets and want just the one parent row from each of these sheets to show on the report, is there a way to do this? Each sheet has tasks associated with it and the parent row…
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Summaries in Reports
Hi, This has probably been asked numerous times but I just can't find the answer but I can't believe it isn't possible. I am making a simple equipment inventory with servicing data within it. The services are carried out on a 1,2 or 3 year rolling cycle, so I want to be able to print off a report at the start of each year…
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Capturing a Total Count to display in a Dashboard
I am trying to capture the total number of active projects found in a specific Workspace. Each project is its own, separate, SmartSheet. The way I am able to do this now is by manually creating a Formula (COUNTIF({Proj Name Range 1}, "Yes"),in a separate SmartSheet, and then creating a Metric Widget within the Dashboard to…
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Is there a way to email someone from a report?
Hi all, I have a published report and my leadership would like there to be a way to 'click on the contact' in the report to be able to send them an email. I'm pretty sure this can't be done in Smartsheet but I thought I'd consult the "brain trust" here ... We were thinking of trying to create a hyperlink with an email in…
