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How do I use the task rollup report to summarize multiple project plans?
I am struggling to get data to show and the other threads on this topic did not help me. HELP!
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Selecting one row across multiple sheets for reporting
Is there a way to select/display just one row's information from multiple sheets into one report? Meaning if I am using the same template across 25 sheets and want just the one parent row from each of these sheets to show on the report, is there a way to do this? Each sheet has tasks associated with it and the parent row…
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Summaries in Reports
Hi, This has probably been asked numerous times but I just can't find the answer but I can't believe it isn't possible. I am making a simple equipment inventory with servicing data within it. The services are carried out on a 1,2 or 3 year rolling cycle, so I want to be able to print off a report at the start of each year…
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Capturing a Total Count to display in a Dashboard
I am trying to capture the total number of active projects found in a specific Workspace. Each project is its own, separate, SmartSheet. The way I am able to do this now is by manually creating a Formula (COUNTIF({Proj Name Range 1}, "Yes"),in a separate SmartSheet, and then creating a Metric Widget within the Dashboard to…
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Is there a way to email someone from a report?
Hi all, I have a published report and my leadership would like there to be a way to 'click on the contact' in the report to be able to send them an email. I'm pretty sure this can't be done in Smartsheet but I thought I'd consult the "brain trust" here ... We were thinking of trying to create a hyperlink with an email in…
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Track changes in a data element over time
A customer of mine would like to be able to see what rows in a project plan have changed their task status over a given period - probably a week. A scenario would be in preparation for a weekly team update meeting, the customer would like to be able to see a summary of what has changed from 'Red' to 'Yellow' or 'Green' and…
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How do I avoid an export to Excel combining multiple cell values into one?
I have a sheet that contains cells that are populated from a multi-select drop-down. Many of those cells contain two or three separate values. When I export the sheet data to Excel, those multiple values get combined into a single value. For example: A cell in the sheet contains three category values: Content labeling,…
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Row report with spreadsheet summary columns - Relatório de linha com colunas do resumo da planilha
In the row report create the possibility to include columns with information that are in the summary of the spreadsheet. For example in the summary of the spreadsheet we have the fields start date and responsible. Allow the creation of a report of project lines with the tasks of each project, project start date and…
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Sheet Summary Report Grand total row ?
I am bringing in 2 separate sheets into a sheet summary report using a custom column called "Total Revenue" which is a sum of each individual sheet's revenue rows The sheet summary report is showing correctly both rows for each sheet and the corresponding totals for each sheet. e.g. Miami $138,875 Tampa $264 My question is…
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Workflow that Generates a report for signing
Hi, We have built a form that creates a record for a client hand over inspections but it needs signing. We currently have adobe fill in and sign. What is the best way to get the form into the ipad app to have the client sign? Can i create a workflow that automatically emails a pdf report for the record to the users email…