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Dashboard - Variable Applied to all reports, graphs etc
Hi I have a requirement to report on the current data for a period and using a Dashboard makes a lot of sense except that since I have to analyse the data every week I need to redo the report each time I want to change It would be great if I could create a variable (1 or more) that can be applied to the incoming smartsheet…
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How to add primary column to report
I am unable to click the 'columns' button at the top right when creating a report and add the primary column. Down below that in the filtered section it will let me add it, but not data shows up. It is a free text field where the guys on the job type in their notes from that day's work. I would like it to report out so…
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Totals from report or sheet summary for dashboard
Hi I have been able to create a sheet summary report and standard report from my sheets - aprox 10 sheets. I want to put a single $ from all the sheet totals into one figure on the dashboard. I can only get the reports to provide individual sheet totals. How do I sum a Grand total from a report? Thanks
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Is there a way to show the report and give edit access to add comments and add attachments?
I have designed a workflow for our team and used the Request system workflow as a start. I created a report and attached the link in the email when someone submits the form. I have this report linked with the underlined sheet where my entire team works. V have information that shouldn't be shared with anyone outside the…
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Summarizing a Report by value count in a table
I created a report combining several different sheets, and I am trying to create (anywhere) a table that can count each topic from that combined report. Id like the table to keep updating as new topics are added. For example: Respiratory System | 1 Endocrine Systems | 1 Behavioral Health | 5 Thank you!!
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Is there a way to color code a field on a report based on data for instance at risk red, etc.
Is there a way to color code a field on a report based on data for instance at risk red, etc.
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Tracking % Changes Over Time
I have a master sheet (linked to many other, scope-specific QC sheets) that calculates % completion per task. Each row is for a different task, and each task has their own amount of steps. This information is all linked & calculated from the scope-specific sheets. Column 1 shows "# of steps completed to date", column 2…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
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Is there a way to track changes to the report builder criteria?
I would like to see changes to the report criteria that determines what data is pulled into the report. I have a few different admins that have access to a report. What the report pulls in from the sheets keeps changing, and I want to see who is making the changes. I don't see the option under the Activity Log. Edit since…
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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…