-
Help with creating a dashboard
I'm new to smartsheets. I've set up a work tracking sheet with a number of status conditions. I'd like to create a view for folks to use - maybe a dashboard? Let them check the status of their requests, show a pie chart representing the total number of requests in each status, average time to completion, etc. Any ideas…
-
Report showing resources and assigned projects
I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of…
-
Detecting Cell Changes, Modifying other cells on update.
Hey guys. So, I'm curious if there's a way to do something. I want to detect certain changes in a cell, and modify another cell based on the date those changes occur. The goal here is to automate the entry of dates of completion. I've thought about entering the following formula in a date cell: =IF([% Complete]2024 = 1,…
-
Report not showing information from all sheets
Hello, I'm attempting to create a report from multiple sheets. The majority of the sheets are set up in the same format, but one has different information. It appears to be pulling the information for the similar formatted sheets, but not the one different sheet. The primary column information for all of the sheets matches…
-
Rolling Dates in a report
Hello. I have a project sheet to track individual projects. Each project is a separate row in the sheet, with a Start date, a Duration and a calculated Finish date. New projects (new rows) are added to the sheet via a form that that can be used by anyone from our web page. When the for form is submitted with a new project,…
-
Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
-
Can't get report column to work
I have a report that views the info from three sheets. All three sheets contain a "Estimated Completion Date" column, but for some unknown reason, I can't include that column in the "What?" section of Report Builder. I would like to configure the report such that it only shows records where the "Estimated Completion Date"…
-
IT Help Desk Reporting
Has anyone created an IT Help Desk in Smartsheet? If so, what kind of reporting are you doing against your data?
-
Automatic Daily Task Report
Hello, I wish to have a Automatic Daily Report on Smartsheet but I didn't find a way to do that yet. I manage some resources and they are allocated in many projects at the same time. Many tasks have duration bigger than one day, so basically I need a report to serve as a reminder to them. The logic behind need to be…
-
Combining Spreadsheets: linking vs reports
Hello, I have a multiple spreadsheets that I would like to update to a master spreadsheet. Each "child" spreadsheet have the same named column(s) but only certain cells from the column need to roll up to the parent spreadsheet (these are identified by a check mark). The report function works extremely well for this;…
