-
Building a report or form that allows the user to query for a row?
We have been thinking of creative ways to allow users to manage just what is their responsibility without the added risk of someone fat fingering a change to a row that they do not own and the question came up if there was functionality to pull up data for a row similar to a DB query? We have users submit requests to our…
-
Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
-
Please add these features!
I now use Smartsheet as a huge part of my day-to-day work, I manage around 30 sheets at any given time (through mine and my boss' accounts). So there are a couple features I would really love to see added (and maybe I'm not the only one). -- Ability to lock comumns in a report - I need users to be able to see certain…
-
Report Builder
I would like to build a report from two sheets that uses the same number to identify items and fills the columns in that correspondes witht that number. For example- Take the UPC of one item and grab the revision date from one smartsheet and the backstock quantity from another smartsheet. I looked through help articles and…
-
Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
-
Links not carrying through to published report
Hi everyone- First post to the group from a fairly new Smartsheets user, hoping my question has a simple solution. My communications team uses an editorial calendar to track our upcoming communication items, and from it, I created a report for our senior leaders. The majority of our written pieces are composed and stored…
-
How to use a range of numbers in a formula
Hi SmartUsers, I have a formula to show bars according to the completion % of a cell. The formula is: =IF(Completed?9 = 1, "Full", IF([% Complete]9 = 0.25, "Quarter", IF([% Complete]9 = 0.5, "Half", IF([% Complete]9 = 0.75, "Three Quarter", IF([% Complete]9 = 1, "Full", "Empty"))))) It'll show 1 bar if a task is 25%, 2…
-
Recommended Master Project Document?
Is there a recommended method for tracking multiple projects? A master sheet or doc that shows the status or project of multiple projects? We've done some basic sheet linking but there was no status update and it was fairly manual. It would be great if there was a way to create a line item in the master project document…
-
Is there a way to add sheets to multiple reports at the same time?
Hi, I have set up a bunch of different reports across multiple sheets. These reports include 'Tasks Due Soon', 'Overdue Tasks', 'Tasks Assigned to X', etc... Many of the sheets we have created use the same template (Standard Project Template) so that they work consistently with reports, but some of our sheets have…
-
Dashboard Views
Newbie to Smartsheet, only in trial period but likely to purchase. Is anyone doing anything with a dashboard view? I can see that you can export into Googledocs but I was hoping to have a dashboard page of my projects within Smartsheet itself.