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Controlling record visibility in reports using Smartsheet Groups
This solution allows you to combine the "Current User" filter and Smartsheet Group membership to filter records based on who is a member of a Smartsheet Group. Solution overview Python Create scheduled task to run daily Python script that pulls all Smartsheet groups and group members and saves as CSV on SharePoint site.…
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Exporting Report's with Grouping
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
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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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Alpha order or Sheet Order Column List
When working with columns, such as creating a report or Dynamic View, it would be beneficial to have a choice when designing to either add all columns in alpha order or add all columns in the order they appear in the source sheet. Currently, you have to add them one by one and scroll through the alpha list to put them in…
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Admin Center | Reporting Enhancements with Filters and Data Selection
It would be great for Admins to be able to create customized reporting through the Admin Center. Ideally, it would be a dream to bring in different types of data and filters - that way you can run a report for exactly what you need. If you have used many ERP reporting solutions, you have this option to drag and drop in…
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レポートで「End Date」列が編集できない件について
質問： レポート上で「End Date」を編集することは不可能なのでしょうか？ 状況： Smartsheetで作成したレポートにおいて、元のシートの子タスクのみを表示する設定にしていますが、「End Date」列が編集できません。以下の状況です。 元のシートでは、子タスクの「End Date」は編集可能です。 レポートでは「End Date」列が関数として表示され、編集できません。 「End Date」列はプロジェクト設定に使用されており、ベースライン取得にも利用しています。 「Start Date列」はシートとレポートにて編集可能です。 列の設定画面には「This column type can't be changed due to…
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How to merge rows from multiple sheets in a Row Report instead of stacking them?
In my Row Report, I’ve selected two source sheets. Each sheet has rows that meet my criteria, and both contain a common unique ID column. Currently, the report displays four rows total (two from each sheet) — Smartsheet stacks them one after another. What I’d like to achieve is to merge the rows with the same unique ID…
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Allow Automations to send PDFs of Reports
When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report. I have used this feature to add Contact and Address Information to the PDF that is created. Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER…
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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
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How do I sort a report by Form Submission Date?
I have a sheet where all submissions are coming from a form. On that sheet, they are automatically sorted by Submission Date as specified in the form settings. I need to create a report of those same form submissions also sorted by Submission Date, but I cannot pull in or sort by the Submission Date column. Please tell me…