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Sharing reports with free users
Hi - I have created a report and shared it with an external free user, however, he is unable to see anything on the report. I also tried publishing the report and placing it as a widget in a dashboard with no luck. Is there anyone that has done this and can let me know how to provide them the info? I also wanted them to be…
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Group Multi-Select Dropdown and Multi-Select Contact Columns within Reports
It would be great if we had the option to group line items in a report by options selected in a dropdown column. Ex. If you are viewing projects within a global campaign and have "country" as a column with the fixed values for all the available countries. It would be nice to be able to run a report where you could group…
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Linking Formulas to Reports
I am currently working on pulling engagements/deliverables and other important information from all my projects into one consolidated program level dashboard. An example of what I came across, I can create a report where I pull all the tasks at risk across my project schedules and it is very easy to add a schedule to the…
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!! Help share content!!
Guys! The smartest people I know! Does anyone have recommendations or best practices to do or do not do related to sharing materials with customers. We currently share a Workapp with implementation customers. And I do not have a good resolutions for sharing files, videos, user guides attachments either via upload or link…
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Parent rows with children in a report to look like a filtered sheet
Hello, I'm looking to have a filtered sheet like experience (picture A below) in a report with a parent and child look, but everything I have tried doesn't get me there. The goal is to have the parent info and be able to expand or collapse the children so they aren't lost at the end of the report when you pull the…
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How can I create a new sheet or report that pulls in SUM from an existing report?
I currently have a ledger report (Report A) that pulls in budget data from two sheets. In Report A, the report groups the line items by brand and provides a SUM of budget per brand. I'm needing to create a new report (Report B) which can technically be a Sheet or a Report - but what I'm needing, is to pull in the SUM by…
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Merged: Parent Child Relation in reports
This discussion has been merged.
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Collaborating within a report
We use reports to create custom views of a "master sheet", so several uses might be in reports that are referencing the same sheets. Is there a way to know that another user is in the same report? similar to when two people are in the same sheet, but for reports. My concern is that if two people are in the same report they…
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Merged: Group by a multi-select column
This discussion has been merged.
