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How to create a dashboard from a client smartsheet project
We are working on a system conversion. The project is in Smartsheet but owned by the new system company. They've not been able to provide the level of reporting my SLT is requesting. How can I create a dashboard from that project without doing any changes or calculations, summaries within their project? They did make me an…
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Survey Reporting
I have created a survey and activated a form which is now being completed. The data is coming back into the sheet, but now I need to report on that data and hopefully build a dashboard for all of it. How can I report on qualitative information? The choices are correct or incorrect for each of 25 questions across maybe 80…
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Auto-update column names in reports
Reports should auto-update when column names are changed. Currently, renaming a column in a sheet will corrupt any reports that reference that sheet column. Reports should reference the backend column ID and not the column alias in the UI.
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Conditional formatting for Reports
The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.
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Past Due Date in Business Day Formula
Hi! I have a formula I have been trying to figure out. I'm getting stuck because I want to make sure that the duration does not include weekends or holidays (if possible) and there is a condition. Any help would be appreciated. I would like to know how many business days past due a project is from today, but only if…
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How to duplicate multiple reports at once and rename into another folder
I have over 20 reports for each dashboard to duplicate into another workspace folder. I have 6 new dashboards to duplicate and 20 reports for each dashboard. currently, I have to open each report, rename and save to a new folder. How can this be more automated? I looked at Control Center and not sure I see that being a…
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Smartsheet users in The Netherlands
Hello, We're using Smartsheet in our R&D department to manage product development. In order for us to make a next step in using Smartsheet functionality and building more complex dashboards, we are looking for Smartsheet users in The Netherlands or Benelux. Please reach out to me if you are or know someone. Thanks, Rob
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Report as a web content widget?
I'm looking to make a report available as a web content widget. However, the only option when publishing the report is "Read Only". I need this report to be interactive right on the dashboard. Is there any other way to accomplish this? A report widget does not allow me to edit the report content on the dashboard.
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Add new rows/line items in reports
Bi-directional information is what makes reports awesome. Being able to add new rows directly within a report would be helpful if I only want some people working in a certain report so that they only see certain information. They could then work directly within that report and not have to bother with other reports/sheets.
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Edit reports on a dashboard
Request We need an option for the report widget that would allow users to edit report rows while viewing them in the dashboard. The problem I'm trying to solve: I have a report widget on a dashboard that shows users their assigned tasks. I'm using the widget on a Dashboard to give the users one place where they can see and…
