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Hours tracking conundrum
Hello, I'm a new user who has completed my 1 month trial and had a 30 min session with a SS expert. However, I still haven't figured out how to make SS do what I want it to do. Specifically- I work for an 8 person consulting firm with an average of 70 clients at any given time. Sometimes one consultant works with one…
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Time Tracking and Invoicing Clients
I'm trying to find the best way to track time against projects using smart sheets in a way that billable time can be easily invoiced. Ive read through many community posts, but still cannot find something that is helpful, or a smart sheet template that I think will work wel. We currently use Zoho Projects for time entry.…
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Reports in SmartSheet
I want to create a report that summarizes information on my smartsheet. I don't want it to list individual line items. Is this possible? I am trying to mimic something I am doing in Excel with pivot tables and tables. If it's not possible - does anyone have recommendations for reporting plug ins?
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Check box - how to auto record user details once selected
Hi Guys, I am using a checkbox to indicate when a particular task has been completed, but i need it to automatically record the user who changed it and when this occured. Can anyone help me with this, or suggest another way to make this work. Thanks in advance, Brett
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Feature Request: Mimic specific sheet(s) in Report
This can be done manually, but is time consuming: I would like a Report that mimics a specific sheet*. That is, the Report would display all columns in the same order as displayed in the sheet. Currently, this is a manual process which is OK for a sheet with a dozen (or even two) columns, but I'm working with sheets that…
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Dynamic Dates
I am creating task reports for our team that pulls tasks from multiple sheets and aggregates them into one, easy to read report. I'm using reports because I want to apply date filters and structure task reports to show all outstanding tasks (past due and due today) and upcoming tasks (tasks due within the next week). I…
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Reporting Services down?
I am unable to open any of my existing report , here is the error message: an unexpected error has occured running your report and the smartsheet.com team has been notified. Am I the only one?
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Create dependency reminder by date
I'm looking to create a content tracker that includes a reminder to review once a document has reached a certain age. For example, Content piece one contains a column for "publish date", once 6 months have passed since that date, I'd like a status column with options of "current, needs review, outdated" to reflect status…
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Rollup Reporting - Escrow System
I've created a set of templates which are essentially extended to-do lists for tracking real estate escrows. Each new escrow gets a fresh sheet inserted into the <active escrow> work group. The user is responsible for adding the new sheet to the master report. Beyond that, I can't ask uses to create links or other…
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Sights Dashboard Feedback from Power User
Hi there, not sure where to put in my feedback for Sights but I think it's a great tool but has the potential to really be so much more powerful for business users. I feel like I get stopped at ideas due to lack of features. Here are some ideas I hope you can add: - Export to PDF: we use the dashboard as sort of a…
