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Creating a new Report based on a single Sheet
I create Reports frequently and am comfortable with the process. What I'm wondering is if there is an easy way to create a Report from within a Sheet that is based on that same Sheet? I guess I'm looking for an option in the File menu that says Create a Report from this Sheet vs. starting a new Report and then selecting…
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IT Portfolio Rollup
Hi Community, There have been numerous posts about how to essentially rollup multiple smartsheet projects into a portfolio/dashboard to show overall status information about the portfolio. I get the essence of the various posts, but before going down those paths to figure-out how to build something from scratch, I'm…
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Email daily comments on (multiple) sheets
This seems pretty basic, so not sure if I'm missing something. But, certain project stakeholders like to receive daily status emails that show the project activity. When I say activity, I mean comments, not who changed which cell. Currently the only way I've been able to do this is the literally grab screenshots of the…
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Column Not Found
Hello! When I am filtering down information from a sheet into multiple reports, a few of my columns are labeled as 'not found'. I haven’t renamed the columns, which I understand could cause this -although on one of the columns I changed the column type from 'symbols' to 'text' fairly recently (but not for my other one).…
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Translating Data from One Sheet to Another
I am looking for any method that could help me obtain the desired results. I have a tracking sheet titled “PM Sales Tracking” and within the tracking sheet there is a column that is called “Design Request” I have edited the column properties(design request) to a “dropdown list” with values of “yes and no” depending on the…
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Financials: projected, actuals and variance
Hi! Very new to smartsheet and looking for any preset reports for tracking 3-4 year project financials, specifically projected spend, actuals, and variance. Does smartsheet have this type of reporting? Thanks!
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Report criteria based on two sheets, matched on row
Is it possible to create a report based on data from two sheets, but criteria is include only rows where the entry in primary column in one sheet is identical to the entry in its counterpart column in the other sheet? In other words, matched on rows? I don't see where to set this in the report builder.
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How To Build Report Based On Created Date
Hi everyone, I really need help of your expertise. I have develop one form and its purpose is to collect Facility Manager (FM) daily inspection on each floor. I have created one column "Created_Date" just to monitor new submission from FM. As you can see in "1.JPG" Each Question has yes, no and N/A answer. In "2.JPG" is…
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Smartsheets Sending Mobile App Notification, but Not Email
I have a conditional alert set up in my form to send an email every time a row is added. When I use a form to add a row, it sends me a notification on my phone through the app, but it isn't sending me an email. I checked my spam filters and there is nothing in there being held. Has anyone else had this issue? This form is…
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Am I the only one who does not like the new December 2018 look?
I'm struggling with the new layout and welcome any suggestions. I do not have the dashboard level subscription - just below that, I think. I HATE that I have lost my tabs, and I hate that the menu button ALWAYS takes me back to the RECENTLY VIEWED as opposed to the Home. This new layout just seems like more work to manage…
