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Default View for Reports
Hi There Is there a way to set a default for a Report to Card View? I know you can do it for Project Sheets.
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Report connecting multiple sheets
I would like to create a single report pulling data from multiple sheets based on primary column, start end date, Assigned to and status. How could I achieve that? Currently even if I add multiple sheet to report criteria it pulls data only form 1 sheet.
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Workapps: save report sort criteria
Situation: Currently, a report inside a WorkApp is, by default, sorted according to the sort criteria specified in the report itself. Within the WorkApp, users can temporarily change the sort criteria, but after refreshing or navigating to another page inside the WorkApp, the sort resets back to the default. Current…
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Send individual tasks to assignees.
I am able to make a report with a list of tasks that are filtered as I need. I have an upcoming tasks report, and I have an ending and overdue tasks report. I can send this report out daily or weekly. But this isn't really want I want. I want my guys to get an email tat only consists of tasks that they have not already…
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New user cannot edit report filters even with Admin permissions
Hello, I have a new employee and have setup her Smartsheet account just as we do with all new employees. I gave her a license and added her to a few user groups to give her access to workspaces and "Editor - can share" permissions. She is unable to edit the filters of some commonly used reports. I verified she has…
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2 tracker sheets, merged into one resource sheet?
Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine both trackers into one resource tracking sheet that shows [Name] [Job #/ Design #"] [Role] [% Occupied]. Image below is…
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How do I have a count of items on a report on my dashboard without a metrics sheet?
I have a dashboard that displays a few reports on it, with the list of items in those reports. At the top of my dashboard, I would like to simply have a count of how many items are in the reports listed below it. I currently have separate metrics sheet that calculates this, but I find that the count of items the metrics…
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Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
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Report Editing
How do I change the font size, color, etc.. on a report to make it look nice?
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Why would line breaks NOT present in the Report View be present in the Dashboard Widget view?
I have a field I am pulling from Salesforce into Smartsheet that has often has a lot of line breaks in it. I used a CHAR formula to remove the line breaks, and it shows correctly without the line breaks in both the Sheet and the Report. However, as soon as I pull the report into a Dashboard widget, line breaks appear…but…