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What reports are most useful to you?
I'm looking for some input on what reports you've found most useful. We've been using Smartsheet for about a month for 12 projects run by 3 PMs. The project plan functionality is working great. We are just getting going with reporting. Here are the initial reports I'm planning: - Individual "Look Ahead" Task Lists for each…
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Time zone for recurring emails from S/S
What time zone are emails sent if I setup email as an attachment for a report within Smartsheet? It offers to select a time that the email is sent, but I'm unclear if it's sent at my local time zone, or based on some other time zone (Pacific?)
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Hiding Completed Projects in Task Report
Good morning, I'm creating seperate reports for each of my users which pulls in all of their tasks. I'd like to remove or hide the tasks that have a '100%' listed in the '% Completed' column. I've added the '% Completed' column to my report and set up the 'What?' to exclude anything in which the '% Completed' cells contain…
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I would like to send my sheet to users for viewing purposes and only want them to have the ability t
I'm sharing my sheets w/ external vendors and want them to view all the data but only update their comments (1 specific column). 1) The update request does not allow the abiity to change some fields from edit to view only. 2) The update report is ok but does it send a request to the spreadsheet owner? So far i'm not…
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Reports Now Have 500 Rows (instead of previous 100)
Didn't see any announcements but Reports now finally have more than 100 rows. This is useful as I use special Report Templates for bulk updates (so cuts down the pasting). Performance seems pretty good for pasting 500 rows as well
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Trying to create a fancy email with status reports from multiple teams
I'm trying to go a bit above and beyond, using SmartSheets to track the status of multiple projects across multiple teams. Currently, we have links to multiple sheets (one for each team) and they manually go in, add a new column per week, and fill it in with a bunch of text explaining the status of that project this week.…
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Individual Task List Report (aka "Look Ahead" Report)
We have about 12 projects underway that are using Smartsheet. I'm planning to send each resource on the projects a "look ahead" report that shows all the tasks they are responsible to complete over the next 2 weeks. I've created the report. consolidating the sheets, but have two questions: 1) It looks like I need to create…
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Need the ability to filter reports based on project status
Here is what I need. I have about 50 projects within a workgroup that I am trying to manage. I have a report of tasks that are due within the next 5 days. Took some cluncky work to differentiate tasks vs summary tasks, but it was easy enough to do. Next issue / challenge. When a project stalls for some reason or another, I…
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Suggested Visual Enhancements
On the Home tab View you currently display the left panel the number of Sheets there are in each of the Categories (Sheets, Folders and Workspaces). In the Centre Panel you display Name, Owner, Shared status and last updated, all very useful. I believe that there is room for two more columns which I suggest would be: ·…
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Collaborators and Reports
I have a workspace for my team of 10. 3 users are paid licensed users. 7 users are non licensed users The non licensed are setup as Editor - cannot share I created a report within the workspace. One of the non licensed users would like to edit it; however, in the report builder, all the options are greyed out. Can only…
