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Access of a Report via Dashboard
Background: I have created a form to capture Company personnel’s proposed ideas to improve cost savings, quality and safety. With this I have also created a Dashboard to give a snapshot of the progress of all Idea’s submitted. On the dashboard I created a button that I had intended for a person without a Smartsheet sign on…
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Project Team Resource Allocation
Hi, Can anyone share how they're tracking their teams resources? The resource allocation is great however, it only allows me to show one team member not multiple per task. In addition, I'd need this information for executive reporting to support my teams concerns of being over allocated across projects. Thanks!
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Report on "Current User" on a Sight
When we show a report that is built with the new "Current User" contact functionality, that works great! When we show that report on a Sight, it doesn't dynamically follow whoever is viewing that Sight. The report only shows the tasks assigned to the author of the Sight. That doesn't seem right to me. Does anyone else have…
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Hybrid Report/Sheet
I'd like to use Smartsheet to track performance on a multitude of projects. I can use a Report to quickly gather a list of assignments and compare Need Date to Date Completed. But I can't add any additional columns (i.e. with formulas to display graphics based on whether the assignment was completed on time) or additional…
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Report not showing a row
I have a project plan with rows linked to a sheet. I am attempting to pull a report on this sheet, but the report is not pulling in all of the criteria. The project plan has a column titled "Tags", which has Milestone and Timeline. These tags are included on the linked cells in the other sheet. I Run the report to include…
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Custom Column View Templates
Is it possible to save custom views for columns? I would like to be able to show, hide, sort, and order columns via a template. I am able to filter based on specific conditions but I also need to be able to view the data a specific way.
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Report assigning random background color
I have a report that pulls in data and then, for some reason, applies a yellow background color that is not found in the original sheets. I found a 2016 discussion with a similar problem. The Smartsheet rep said it could be old data, so they refreshed the db? Is that the same case here? Thanks in advance BK
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Reflecting only Parent Rows (multiple) on Dashboard
For a project release, we're leveraging checkboxes to track completion of validation tasks. I have a dashboard built to reflect progress, however am having trouble finding a way to only choose the multiple Parent Rows/Roll Up data, as it's making me include child data or nothing.. (including all the child row stats will be…
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Report Publishing...
I want to be able to publish a report link for editors to update a project status the way I can publish fully editable links via the sheet itself. Why can I only publish secure links for reports that require a login? I want editors to have access to change information in a report without logging in. What am I missing?
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Sharing Reports
I support a team of graphic designers and I created a report showing them all their projects and tasks. I thought the designers would be able to sort the reports by date, sheet name, % complete, etc, as they need to to organize their workload. But I'm finding out that they are not able to do this even though they have…
