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Creating monthly reports and accessing via dashboard
We use a sheet to track our monthly WIP (work in progress). How do I create a report for each month so that, if needed, we can go back to look at previous months to see the trend? I'll post a screenshot of a sample. We did this previously in Excel, had tabs for each month and the Prior Change column would populate from the…
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TODAY() returns yesterday or tomorrow depending on your timezone
Hi Community, We have an interesting issue here in Melbourne, Australia when we use the TODAY() function. At various times of the day, it can return yesterday's date rather than today's date (as it should). Took quite a while for this to be acknowledged, but the behaviour has been confirmed now by a couple of senior…
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Reference Hundreds of Sheets
Hello, I have hundreds of sheets that represent individual contracts. Every time contract is renewed, the current year is added to the sheet. I use a report to reference all the contracts and bring in information for the current year. I want to compare the year's contracts against the budget so I created a new sheet and I…
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Dashboard Error
I have shared a Dashboard with internal and external stakeholders, but they receive the following error when trying to view. I have shared it with them directly through Smartsheet and also with the direct link. What am I missing here? The individual's shared on the entire workspace do not have a problem accessing it. Do I…
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Group Management Reporting Capability
I would like to be able to run a group report showing all the group names as well as those who are included within the groups.
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Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
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Report and Dashboard
In my sheet, I have a column calculating the NETDAYS between two events. This column does not show up if I try to create a Summary Report. It only allows me to create a Row Report. In a dashboard, how can I use a half-pie graph to show the number NETDAYS greater than 37 and NETDAYS less than or equal to 37. I do have…
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WorkApps: Different report filters for different roles
When using WorkApps to provide restricted access to data, it would be great if we use that same report across different roles by apply different filters. This would allow us to use a single report for the WorkApp instead of creating lots of identical reports. Situation I have data from different departments that I want to…
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Dashboards and Reports
I'm building a Project Office (PMO) with 80 projects and looking to build a project dashboard for all 80 projects. We would need 4 reports per project (project summary info, project plan, issue/risk log, and project contact list). I'd rather not develop 320 reports (80 projects x 4 reports). Is there a way to do this more…
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Merged: Create Workflows from Reports
This discussion has been merged.
