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Proofing While Hiding Columns
Hey Smartsheet community, We want to utilize the proofing feature with our customers while in the same sheet hiding specific columns just from the customer (while allowing our team to see those columns). Dynamicview does not appear to allow for proofing, and a report would require sharing the entire base sheet. External…
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Reports - When exported to PDF
When a report with groups columns exported to PDF, PDF doesn't show the report with grouped columns. It just shows a list of rows. How do I get the report what it displayed in the PDF? Don't want screen grab like solutions. Exported PDF: As you can see Project Manager, Project Name and Project Health columns (Grouped) were…
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Customizable view options in Smartsheet Card View
I think it would be useful to be able to customize the Card view in Smartsheet grids and reports to include additional view options, such as by date or other custom columns, instead of being limited to the default options like "status", "schedule health", or only being able to view by columns that are dropdowns or symbols.…
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Grid Edit in Dynamic View
Please allow a grid-edit option for dynamic view so that a user can edit multiple entries at once. It is very time-consuming and cumbersome for a user to only edit records one at a time from the details pane.
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Updating Dynamic Reports - Control Center
Hi - hoping someone has a suggestion. We are using Smartsheet Control Center and just started playing with Dynamic Reports. Our process updates the Dynamic Reports each time a new one is created; however, we want the ability to control what items are shown on the report based on a status that we can set. I understand we…
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Does anyone use SS for satisfaction/ feedback surveys data and reporting?
Out of curiosity, has anyone here heavily used Smartsheet as a tool for customer satisfaction surveys, (bonus points if you use multiple surveys!!), as well as created in depth reports. For instance, what correlates to high/ low customer satisfaction, or just overall performance of a survey? Currently my team is using…
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Report Not Showing the Correct Information on Dashboard
I am embedding a report onto a dashboard. The user that should have information displayed to them has permissions on the source sheet, report and dashboard. Even when I click into the report with the user's login information I can see the desired info, but when its displayed on the dashboard, it doesn't show any…
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Creating a heat map to understand level of effort across a team
Hi! We would like to understand which projects are requiring more effort, by week and by person (i.e. where is the team spending most of their time this week). The challenge is that the sheet is designed for comms plans vs. project or resource management, so duration isn't an accurate indication of time spent. I included…
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Printing Group/Summary Reports
I have added 3 groups to selection of data and had each one summed for total but when I export to .pdf it only shows them in the standard grid. I need to be able to print it out/send the report with grouping and summary tool. If this is not possible (crazy to have but not be able to print) are there alternative ways to…
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Why is my report removing specific sheets?
Hello Smartsheet Community! I hope you can help me with the below. I have a portfolio reports folder that includes a report called MY Tasks. New projects created via the control centre are automatically added to this report so that you can view all your tasks for each project in one place. I then added two additional…