-
How can I exclude a task(s) from my report if the predecessor for that task is not complete?
I have a dozen or so proejcts each with their own sheet. I've created a simple report that looks at each project and returns tasks that meet two criteria: 1. The task has not been marked complete 2. The task has a due date of 5 days or less. This report works fine, but it returns more data than I want to report on.…
-
Adding Parent Rows in reports
I am still learning my way around in SmartSheets and need some more help! I have created a report to show all "Past due" actions by owner. The report only lists children as we calculate Past Due status at this level - not at Parent level. Is there any way to include parent rows in this report, even if they don't have a…
-
Customize Metadata for Rollup Project Plan
Hi Community: I want to see if anyone would know the way how to customize the metadata for the rollup project plan. I would like to add more "columns" to allow filtering in the Portfolio Scorecard when my projects rolls up into the scorecard.
-
Row Level reminders (over allocation)
Does anybody have experience with a report showing over allocated persons in a project? What I mean is when person A works in project X on day 1,2,3 and 4. And the same person A is working in project Y on day 2 and 4. In this situation person A is over allocated on two days: day 2 and 4. How to get this nicely reported in…
-
SmartSheet Reports have limitations that make them useless for business
We recently learned the hard way that there is a limit to how many sheets a report can access! We use the report feature to create individual task lists throughout our company. Each task list searches all sheets for names in an Assigned To column and refines the search looking for a value of "Needs Action" in the Status…
-
Unicode Text Symbols are extremely useful
Please send me an email if you would like to be added to the workspace. kriswalsh@gmail.com I love Smartsheet's native symbols and use them all the time. That being said, there are times when I wish I had more options or flexibility with them. I am sharing the following with the hope that: 1. Someone finds it useful. 2.…
-
report repeated names
Is there a function to allow me to put together a report that identifies names that appear on more than one row in a given column. In this case I am trying to bring out information on people who appear more than once in the name column, and then have the report show certain fields for those
-
Non-owner change a report
I'm looking for a means to have someone who is not the owner of the report change the date field in the Report Builder or a means to change the date field parameter without going into the Report Builder. It appears only the owner of the report can change the search critiera in a report. Thanks Dan
-
Tracking Assets by location
I am not sure if this can be done in smart sheet. I need to track assets by location. There with be up to 50 assets by location and several thousand locations. I would also like t have the ability to add the bulk of the items from a location kit as all have common items with a few variables as to how many of each. All…
-
Report Builder - sheet won't pull if cell format is drop-down
I've built a report with criteria to pull Category field if it contains 'security'. If I format this field as a drop-down, the report won't pull the sheet. If I switch to Text format for the field, the sheet pulls into the report.
