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Changing display name causing dups?
We have a custom built Smartsheet solution. When it was built the person's full name was used in various places in the solution, used in formula's and automations. What we have discovered now that we are using the solution, is when a person goes in and updates their display name in their settings, from Robert to Bob or…
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Stacked chart in dashboard
My Report is grouped by 2 fields - first month and 2nd type of deployment (reg/hotfix). i want the chart to present the total deployments monthly and the stacked chart should show how many are reg and how many hotfixes month wise. the dashboard is showing monthly data but not further showing the type of deployment. please…
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Presenting attachments on a report widget in a dashboard
I'm looking for a way to present attachments when placing a report widget on a dashboard. It looks as if this column is not presented although it is on the source report. Anyone with a suggestion on how to do that?
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Merged: Dashboard Widget and/or Report for Attachments
This discussion has been merged.
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Default View for Reports
Hi There Is there a way to set a default for a Report to Card View? I know you can do it for Project Sheets.
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Report connecting multiple sheets
I would like to create a single report pulling data from multiple sheets based on primary column, start end date, Assigned to and status. How could I achieve that? Currently even if I add multiple sheet to report criteria it pulls data only form 1 sheet.
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Workapps: save report sort criteria
Situation: Currently, a report inside a WorkApp is, by default, sorted according to the sort criteria specified in the report itself. Within the WorkApp, users can temporarily change the sort criteria, but after refreshing or navigating to another page inside the WorkApp, the sort resets back to the default. Current…
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Send individual tasks to assignees.
I am able to make a report with a list of tasks that are filtered as I need. I have an upcoming tasks report, and I have an ending and overdue tasks report. I can send this report out daily or weekly. But this isn't really want I want. I want my guys to get an email tat only consists of tasks that they have not already…
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New user cannot edit report filters even with Admin permissions
Hello, I have a new employee and have setup her Smartsheet account just as we do with all new employees. I gave her a license and added her to a few user groups to give her access to workspaces and "Editor - can share" permissions. She is unable to edit the filters of some commonly used reports. I verified she has…
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2 tracker sheets, merged into one resource sheet?
Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine both trackers into one resource tracking sheet that shows [Name] [Job #/ Design #"] [Role] [% Occupied]. Image below is…