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For project status and risk dashboards - what are your favorite ways to use SmartSheet with Excel?
Hi all, I've reviewed some of the threads on the community here about limitations with Smartsheet not being able to export Harvey Balls or other images into Excel. These icons are extremely useful for risk dashboards and the like. When we registered for SmartSheet, I was hoping to be able to export these things, but it…
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How do you change or delete a recurring email on a Report?
I set up a report to be emailed automatically each week and the PDF puts the overflow onto separate pages, so I would like to change (to Excel) or delete that recurring email. I can't find where to do that.
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Gantt Print Problem - Can't choose columns to print
Anybody having problems with their "non-licensed" users not being able to select the columns to print in a Gantt view? The "edit" button for selecting columns to print no longer works. I'm wondering if the recent software update has broken this functionality.. We receive an error that says "An error has occurred in the…
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Report Uncompleted Tasks when Date is not Used as a Reference
Greetings! New (very green) customer working through a ton of issues and plans before go-live on Jan 1. We are using SmartSheet for simple workflow processes that contain multiple tasks with some dependencies and involving several different departments. We do not create deadlines based on dates, rather, when a particular…
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Automatically move item to different Smartsheet once completed?
I have a feeling that this solution doesn't exist within the current setup. Is it possible to move a row from one Smartsheet to another once the item is shown as completed? Thank you!
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Updatable fields in a report.
I have a report with several updatable fields. These are updatable in the underlying sheet. The problem is with date field. It won't allow me to update it in the report. All the other fields (4) work fine. 1 is a text, 1 is a contact list, 2 are checkboxes. Are date field not allowed to be updated in a report? If so, why…
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automation is not working
my daily reports didn't send. i have a release report scheduled daily to send to certain people 2x a day Friday it worked - today it doesn't something different after the update from Saturday?
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Dashboard opening position
I currently have a large dashboard which is opening about 3/4 of the way down. Is it possible to set so the first view is at the top?
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[Help] Non Licensed Users Having Trouble Accessing Published Report from Published Dashboard
Hi, I have a series of report links on a dashboard. Both the dashboard and the reports have the published option selected (available to anyone with a link). Non licensed users are able to access the dashboard with the link provided but are then being prompted to log in to their smartsheet account (which they do not have)…
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Sheet Formulas Not Auto Updating
Just recently I noticed that the formulas within my sheet are not working in the background and updating my reports as they used to. I have a formula that populates a status based on a date, so if the date is in the past, it marks the status complete and then my report only pulls tasks that are not complete - I only have…