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Reporting on who and how many times an individual has attended events
Greeting all. I am my wits end on this one because I'm pretty sure this can be done but I'm not quite finding out how. The problem I'm trying to solve is as follows: We manage multiple events in Smartsheet. We use forms for sign ups so all the data about who is attending our events is in multiple sheets. Using email…
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Report as a daily reminder.
Hi, I have strange problem. Becouse my coworkers would like to have a report sent daily in the morning. So they can see what tasks (from few sheets) they are assigned to. I already've made those reports and tried to "send as attachment" but it doesen't work (don't know why it isn't sending pdf's like I made it on a…
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Bug/Error? Report widget on dashboard doesn't link to specific row
I created a report that includes the "Sheet Name" column. The auto-generated links in this column go directly to the specific row on the sheet it's linking to. However, when I add the report as a widget on a dashboard, the links open up the sheet but they don't go to the specific rows. Seems like a bug/error. This happens…
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Calculating a minimum payment figure using a formula or function
Hello, I'm hoping someone may be able to help me with something that probably seems quite obvious or basic however, my knowledge on formulas or functions within Smartsheet is not advanced, so I apologise in advance! I'm trying to get my finances in order and thought I'd use Smartsheet to plan this. I've done a screen shot…
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Link Data in a Smartsheet on a Specific Day and Make Static
I have several 13 Smartsheets that make up a campaign of projects. At the top of each sheet I have some metrics, including the % complete for all the projects, combined, on the Smartsheet. I want to create a new Smartsheet that links data from the %Complete metric on a given day, and make that data static in the new…
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Plotting cost over time
Hi- I am trying to either graphically or with subtotals display cost over time as aggregated preferably by month, but also want to consider by week. I am easily able to plot cost for items that begin or end in a calendar month, but not for items that span months. I am pretty sure each cost would need to be broken down into…
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Sharing segments of a Form's responses
I am looking to share only select results of a Form using a Report, but, in order to do so, it appears that I would need to provide access to the initial Form results. Is there a way to avoid doing that so that the person cannot see all of the form's results (i.e. departments other than her own)? The Report doesn't…
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Multiple conditions (from different columns) applying conditional formatting
1 Can I do conditional formating using more than one criteria (different Columns) We track goals for residents and if the goal is not met within the required timeline I would like it to highlight the total in red. is there a way to make 2 conditions for the same formatting rule? example if frequency is '30X/Month' and…
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Set a date in a report that only pulls yesterday's date
I have a report that I need to pull units from yesterday. When I set the date threshold as 1 day in the past it pulls units that are from today and yesterday. How do I set the date to only pull from yesterday's only? thanks in advance for your help.
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Report with What and When requirements
Hello community, I need your help on this report. The solution is probably very easy, I just cannot get my head around it. I have a project plan with one column "Flag" (lines can be flagged with the little red flag) and a column with the finish date. Now I want to create a Report, which shows me all "flagged" tasks, as…