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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…
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Date criterion leaves out value in results
I am building a report from 2 sheets. When I add the When criterion "is a date" from Sheet 1, the report data does not display the existing, not blank Property value from Sheet 2. Both of these sheets use the same unique customer ID for common value. What am I leaving out? Thanks
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Reports Using Start Date Criteria
I am trying to build a report that shows all projects by quarter - those that start after Dec 31 and before Apr 1 would pull into my Q1 report, for example. When building my criteria I only see to have the option to choose starts after Dec 31 OR starts before Apr 1. I need to change this to AND, but don't see an option for…
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Report Builder who criteria with multiple contacts
I am building a report in SS and want to see the results for all projects that have both person A and person B assigned. When I create my search criteria, I am selecting both person A and B from the list, however SS automatically shows it as: Teams Impacted has Person A or has Person B How can I change this to 'has person…
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Keeping persistent dates for status changes
Building a kanban board with typical IT cycle states: Ready, Dev, Test, Deploy, Done. I'd like to track cycle times and throughput. I've created (locked) columns to capture a status change for each of the cycle states; e.g. Dev Start and formula "=IF(Status@row = "Dev", TODAY())". That works to capture the date that a task…