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reporting hierarchies
This may have been already answered, but is it possible to setup a report to display all the child rows of a hierarchy when a parent row is selected? I have different information on several sheets with a couple common reporting columns, but I still run into the problem of report criteria either being too narrow or too…
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Activity Tracker
Hi, I have lots of sheets with different stakeholders who update these sheets, I want to check which row items have not been updated after their due date or Actual End date. How can I schedule report like that?
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Report Filter not Filtering properly
Hello, I am trying to filter out certain values in a column from a report and up until today, it was working fine. However, now when I change the value in the field for that column for a specific row (and save the update, and verify it saved to the primary sheet, and I refreshed multiple times and closed all browsers and…
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Building a Dashboard from a Report
Is this possible? I went to try and create a metrics sheet from the report but it doesn't show up. Building the report was supposed to group all of my similar items together, why can i not then build a metric sheet to create my Dash based upon that report?
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Dashboard Tutorials with data
Hi, Can anybody point me to dashboard tutorials that include sample data? I would like to complete the tutorial at https://www.smartsheet.com/how-set-project-management-dashboard-smartsheet however it doesn't include the data that is referred to in the tutorial (unless it is available and i am just too thick to find it?)…
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Send Update Request Flag Does Not Appear in Reports
Hi Rather than sharing an entire sheet, I have created reports that allow someone to see part of the data that is relevant to them. Some of the rows have send update requests on them. I cannot see this in the report and there is no option to show this. Having this will make it much easier for the person to see what is…
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Providing a realtime Resource view across all sheets
Hi all, I currently generate a weekly resource allocation view across all project sheets using the built-in resource reporting** (exporting to excel, importing to Smartsheet...) This is useful as it provide a single link with a comprehensive view that can be sorted by resource/project/role/manager etc (I use vlookup once…
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How do Link a Column w/ drop down items between separate forms/sheets?
I'm new to SS. This is my first project. I have an audit process I am building for a customer. There are 5 separate forms needed for the audit process. I originally had all 5 forms feeding the same sheet but with over 100+ columns for each audit, I went crazy scrolling left to right looking for the information I needed and…
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Reporting Issue - Not pulling data from a Baseline Schedule
Hi - I have been using reports for a few months and just recently created a few Baseline reports to monitor Project Schedule changes. I have followed the SMARTSHEET method of creating the baseline and creating the report. My issue is that the report will not draw from the baseline schedule. I tried just by itself and no…
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Resource View Filters
Anyone know how to add more than one filter to resource views... I want to see a Resource View of our Purchasing Group's users resources for all projects that contain "XYZ" or "ZYX"
