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User Changes Report
Is there a way to set up one report that shows all changes the user has made throughout any/all spreadsheets in smartsheet on a reoccurring basis (daily or weekly) ? *It would be helpful if the report showed the actual line item changes and not just the sheet link with username, date and time.
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Locate/Find COUNTIFS
e.g. =COUNTIFS(Recruiter:Recruiter, "Christie", [Deal Date]:[Deal Date], MONTH(@cell) = 10) e.g. = 50 This is an example of how I identify my "deals" for the month in a sheet which lists every deal my company has made. The sheet contains thousands of lines. Is there a way to search/locate/find or highlight these 50 deals?…
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Reviewing Alerts & Rules for errors
Hi all, I've searched high and low but I can't find a way to do this easily. Is there a way to export all the notifications and rules set up for a sheet for ease of review against the process? Basically I want a report of all my notifications and rules layed out in a table so that I can review them against the process for…
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upgrade from individual to... individual
Hi! I have an individual plan. When I try to create a report I get a popup window asking me to upgrade to an individual plan, which I think does not make sense. Any ideas on how to sort it out?
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Sights - can't pull in attachments or apply fill color to data?
Hi, wondering if anyone out there knows if there are work-arounds for some issues I'm encountering with a sight I created that contains data from several reports. Issues are: 1. The reports include the attachment (paper clip icon) column, but this column is not displaying in my sight. I've checked the column settings, and…
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Show ONLY 1 Project's Gantt in a Sight
I am building a Sight for just 1 project. It has the project's title, an overall report, and then a report that shows just the status comments. The last widget I want to put on the Sight is JUST the Gantt chart for that particular project. How do I show that?
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Passing values from a report
I'm trying to create a Sight that shows a high-level overview of a portfolio of projects. If the user clicks in the widget within the Sight I'd like them to go to a more detailed report on the project that they selected but only the project they selected - not all the projects in the sheet. Is this possible? Thinking of…
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Basic Project Management Suite Template
Everyone, I am in the process of creating a set of sheets, sights, and reports to manage the projects for our team. We don't need anything fancy or complicated, just something that will allow us to track our project tasks, project charter information, and a project dashboard. It occurred to me that someone in the community…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Notification and Report of open tasks for all smartsheets
Is there a way to create a weekly notification that has enclosed within it a report for each user's outstanding tasks from all of our active smartsheets? In other words, I have 30 projects and in those 30 projects, Lisa and Dave have tasks. I want to remind Lisa and Dave each week of all the tasks that they have in those…