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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
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Text Wrapping on Report Group Headings
It would be very helpful to have text wrapping on the headings that appear when you 'group by' on reports. In our case, we group some reports by project name as this is most intuitive for the users of the reports. These project names can often be several words long, and it looks really untidy when half the project name…
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How do I sort a report by Form Submission Date?
I have a sheet where all submissions are coming from a form. On that sheet, they are automatically sorted by Submission Date as specified in the form settings. I need to create a report of those same form submissions also sorted by Submission Date, but I cannot pull in or sort by the Submission Date column. Please tell me…
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Troubleshooting Sheet Summary "INVALID DATA TYPE"
Hoping that the community can explain this issue I cannot solve (nor can AI). Today we added a Y2026 Savings column to our sheet. Column formulas were all updated as well to look for values with "effective dates" in their corresponding years. Sheet Summary (for Dashboard) formulas broke returning "INVALID DATA TYPE". Tried…
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Report Help!
Hello, I need to do a yearly side-by-side comparison for providers and their privileges. I thought if I rolled up two yearly metric sheets (one for 2025 and one for 2026) into a report this would do the trick; however, the privileges carry over from each sheet instead of merging and now I can't show them side by side. Any…
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Ich habe eine Business Lizenz und möchte Berichte für Mitarbeiter freigeben.
Hallo. Ich bin noch nicht lange hier bei Smartsheet und habe einige Probleme zu verstehen, wie ich Mitarbeiter für von mir erstellte Bereiche oder Berichte zum Bearbeiten oder Betrachten freigeben kann, ohne kosten zu produzieren. Ich habe diverse Berichte für Kollegen als "Bearbeiter - kann nicht freigeben" freigegeben.…
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Get hierarchy/parent of sheets
Hi, I came across a blog mentioning that the Sheets folder feature has been deprecated. As SmartSheet users, we now need to migrate our sheet files and folders into workspaces. Additionally, when calling the API to list sheets, it returns all sheets within the account or profile. So, until it will be migrated to a…
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Sharing Report but Not the Source Sheet
I would like to share a report, but not the source sheet. The source sheet has personnel information that I do not want to share with our customer, but I made a report with the information I am comfortable with sharing. However, when I share the report, it is blank because the customer doesn't have access to the source…
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Merged: A report is not available to be a data source for a Metric Widget
This discussion has been merged.
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Sheet Access report
Hello. Me and my team are doing an audit of users who have access to edit items in our account and one of the reports we're using is the Sheet Access report under the User Management section of the Admin Center. However, we're running into some weird things. When we dig into the Sheet Access report, we sometimes notice…