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Comments In A Report
I am managing several sheets, and want to create a report for myself and the team that logs or captures all the comments that are associated with the sheet/tasks. I am struggling to find a proper way to include the comments (visibly in a report) Thanks for suggestions.
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Looking for a way to send an automated email when a task's status changes
One of our key uses of SmartSheet is to collect requests from our customers and manage these requests. I would really like to be able to send an email to the requestor when their request is assigned to someone on our team, and again with each status change. Has anyone developed something like this? I saw a post about…
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iPad app Dashboard Report Widget not updating
Our Users work from a Dashboard, which utilize Report Widgets. Some of our Users will use an iPad. Though the Report Widget updates correctly on the Desktop browser, the Report Widget will remain blank on the iPad application. If the User clicks on the Report Widget, the Report opens and displays the Rows assigned to them.…
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Adding new workspaces to an existing report
Hi Smartsheet community! I have a workspace that we frequently "save as" for new projects. The format, columns, etc - stay the same for every workspace, every project. Is there a way for my new workspaces to be automatically added to my roll-up report automatically? Please?
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Filtering a Report
I like the fact that I can create reports from one or multiple sheets and choose the fields that I would like to display. I would like to be able to filter the columns when I'm looking at a report, but that doesn't seem possible. Filtering would allow the users of the report to hide the info that isn't relevant for them. I…
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report including both checked and unchecked checkboxes
I would like to create a report that shows both checked and unchecked checkboxes. It seems to be an either/or but not both in reporing
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Return top 5 entries in a report
Hi I am trying to set a report to only return the top 5 entries in a sheet based on a sort criteria, Does anyone know how this can be achieved? Thanks in advance
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Return Multipe Cells
Hi Smartsheet community, I have the following columns: [Name] (text/number value) [Team] (drop down value) [Budget Milestone] (checkbox) [Program Milestone] (checkbox) [Project Milestone] (checkbox) Now I am unable to run a report because the what in report builder condition is either all 'OR' or all 'AND', not all tasks…
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Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
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Viewing a Report via a link without the need to be logged into SmartSheet
I have a register which generated various reports by location. I want all staff to be able to just view it without the need to have to register and log in. How would I achieve this? The reports are generated and ready to go. Will I have to do the tedious process of exporting them to pdf then placing them on the intranet as…