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Smartsheet for Insurance Solutions
Good Afternoon, I wanted to check to see if there are any users in the Property & Casualty Insurance Industry and if so, could you share what you are using it for? I am a new user and still learning all its capabilities. I see that there is a large Healthcare following but not sure about the P&C world.
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Report Sorting Assigned To Column
Hi, I had posted another discussion about an issue, but I think I have another issue that might fix my previous issue if I can resolve this current issue. I was having trouble with manipulating tasks and having a view of all resources to be able to manipulate tasks. Here is that post:…
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Highlighting Individual Cells Based On Date
I am trying to figure out how to highlight a cell based on how the status of the "actual" column is in accordance with the "Baseline" column. Is there a formula or conditional formatting rule to implement that will automatically change the color of the cell to green or red to illustrate that it is ahead or behind schedule?
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Can i show the workspace a sheet is contained in on a report page
thanks
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Why can't I merge data from 2 sheets onto 1
I'm trying to merge data from 2 sheets onto 1 sheet or even a report. I don't want to have duplicate rows w/ the same primary column though. I want all the data for the same Primary column value on each sheet to be merged into 1 row on the consolidated sheet/report. Why isn't this possible?
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Combine dates from multiple sheets into one calendar
I have 3 sheets, one for marketing, one for sales calls, one for training. How can I combine the dates/items from each sheet onto a master, to create a master calendar that I can then export to ical and put into my outlook?
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Can a Report Configuration ... "Include Parent Rows"?
Smartsheet has been a wonderful tool for my team since 2015. A couple things (out of many) I like are the quick sorting options on a sheet and the easy report configuration. With one nusiance exception, and I keep running into this ... On a sheet I can apply a filter and click on a box that will cause the inclusion of the…
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Can not do simple math caluculations in report field
When using reports, the fields are not calculating simple math equations. Any ideas.
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Change Order of Sheets in Report
I have two sheets that show data from two different fiscal years: * [FY 2019] Course Development Tracker * [FY 2020] Course Development Tracker I added both of these to the Report Builder, but I want the data in [FY 2020] Course Development Tracker to appear above the data in [FY 2019] Course Development Tracker. I thought…
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Report Not Updating
Hi everyone, I have a report that is not updating to show a newly added row. The origin sheet has been saved and refreshed. There is no criteria listed on the report that would affect the data to be shown. I'm new to Smartsheet user forms, so I'm not sure if my report is somehow affected by the form or reference sheet.…
