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How do I create a summary page or report from a Financial Donor List?
Hello, I have a sheet that tracks donations as they are received; name, email, and amount of the donation. Some are one time donors, others are repeat donors, and I would like to create a summary page that lists each individual donor and the total amount they have donated. Also, is there a way for a new donor to…
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Using Smart Sheet and Web Form to manage testing
Hi, Are there any recommendations you can provide to using Smart Sheet and Web Form as workaround to traditional testing applications to manage repetitive testing (case management and result gathering) across multiple users performing same test case? I'm currently using a reporting template but there are numerous…
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How do I retrieve the Login History for a deleted user
I used to see the login history of the users in my organization. Unfortunately once I deleted a user I cannot see their login history anymore. How should I go back and retrieve the history of actual and former smartsheet users of my organization?
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Don't include parent rows in checkbox complete roll-up percentage
Hello. I'm new to formulas and need help. I'm trying to figure out how to get the total % complete for a column of check boxes. We need to know the % complete by milestone (which we figured out) AND the total % complete. We use parent rows as headers that should not be included in this total. I had a formula that sort of…
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Sending report link as automated alert
Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A message appears at the bottom that says 18 more rows not shown. Is there anyway to include all rows in the report in the email,…
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Using a formula to Reference another sheet with two variables
I'm trying to create a formula for a report that references another sheet but it needs to reference and check two columns. My crude formula below to illustrate: =COUNTIF ((RefSheet1Range1)="Windows Server" AND (RefSheet1Range2){Status}="Completed") This would return a count of the number of Windows Servers that have been…
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COUNTIFS, WITHIN DATE RANGE, ISBLANK FOR ADDITIONAL DATE RANGE
I need to write a formula for counting active projects that are past due for a current month based on schedule complete date being in that current month and when actual complete date is blank. Project Status = Active Schedule Complete Date = 7.1.20 - 7.31.20 Actual Complete Date = Blank Here is the data and fields I would…
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SUMIFS to Calculate Values for a Specific Year/Date Range
I am trying to use SUMIFS with multiple criteria, and I am failing horribly. I seem to be having trouble when I try to add the criterion to sum data from a specific year (from a Date field) and/or when I attempt to add data from a date range. I have searched the community questions, and I haven't been successful in finding…
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Combining Two Sheets into a Report
I have two task lists with slightly different columns, but there are some overlap - like status, completion date, & targeted completion date. I would like to run a report or some how combine all the tasks into one report/view/sheet - while continuing to maintain the two task list as separate sheets. I tried to create a…
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How best to link 3 columns from a mastersheet to a secondary sheet.
Hello, I've had a colleague come to me with a query about how best to link 2 sheets. Her enquiry includes a handy diagram: I'm wondering if cell linking would be best bet here? I realise this would obviously require her to keep having to action this for the 3 columns in question, when a new row of data is entered but it…