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Trouble with including one row across multiple assignee reports
Hi friends, Having a bit of difficulty setting up a series of over/under reports. I'd like the report to pull any project with the employee's name matched in the "Resource name", and only pull projects where the "Resource status" is set to "Active" (or "not Inactive" to pull anything where we may have made an error). This…
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Unable to edit smartsheet items in Microsoft Teams
Hi all, I have a client that uses Smartsheet and will be joining our Microsoft tenant shortly. I created a Smartsheet account to familiarize myself with it and connect it to Microsoft Teams. I've created a tab and connected a sheet/report and it's showing me (View only) on Teams unable to edit. I granted a co-worker Admin…
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Advice Needed to Optimize Workflow
Hello, I am looking to build a workflow for a review process in Smartsheets. There are multiple stages to this review process. For example, the item is submitted for Group A review. It must be approved by Group in order to be Submitted to Group B. What would be the best and most user friendly way to track who is reviewing…
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Report that features tomorrow as due date
Trying to create an automated report that pulls items from multiple sheets with a due date of tomorrow only. I have one that does the same for today, but tomorrow has proven to be more challenging. I could manually update the report every day by changing tomorrow's date, but I'm trying to avoid that. And using "is in the…
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Pulling a report from multiple workspaces
We are already using personal workload reports to pull tasks from many sheets within one workspace (for us, project). I would like to build on this by seeing: 1. My tasks from two workspaces/projects in one single report, showing chronologically 2. Tasks from my personal task list sheet within that report too Bearing in…
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Dashboard information depending on a selection
Hi, I just began using Dashboards and I have a question I´ve not able to answer. I have a project portfolio and several projects. The project portfolio is a centralized Smartsheet and its related to all the individual project smartsheets. I´m trying to build a Dashboard where you can select one of the projects of the…
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Can I highlight non-working days and holidays in report based gantt charts?
I have a report referencing several worksheets that I use primarily in gantt chart view. When I print it's gantt chart, I would like the weekends and holidays highlighted the same way they are in a worksheet based gantt chart. Is this a check box I am missing somewhere?
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Report based off Check box?
Hi Smartsheet community, Under "What" in Report builder, I am trying to go based off of a checkbox column but that column is not showing up as an option. Check box columns have shown up under "What" in the past. Any idea what the issue could be/how to solve?
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Determining duration in Hours:Minutes
Hey guys, I have read several posts with several workarounds for calculating a value between a Start Time and an End Time where the input and result need to be in HH:MM. I have an idea and a beginning: 1. I created two System Columns. [Start Time] as 'Created (Date)' and [End Time] as 'Modified (Date).' 2. I created a…
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Report Builder: Include Only Top Level Gantt Chart Rows
Hello, I'd like to design a report of overdue projects in my Gantt chart. I can easily design a report showing all incomplete, over due tasks. But what if I only want the top level items on the report ... those that are not indented? Using this forum, I read an answer to another question that prompted me to add a new…