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Automatically Add New Sheets to an Existing Report
Can new sheets be added to an existing report automatically? I am using Smartsheet as a project tracking tool. As I add new project schedules, I want those new schedules to feed an existing tasks assignment report. Can I do this?
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Filtering in Reports
Hi, I want to add a filter on this report that only shows a group of rows if the Sum of that group is over 50. So for example in this screenshot, it wouldn't show the bottom 2 groups. From what I can see, that's not possible. Am I missing something? Thank you!
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best practices for soliciting input from assignees
I'm tracking project tasks in Smartsheet and can assign tasks to persons within my organization. I also use automation to let those persons know. I want those persons to be able to view and edit their assigned tasks without have to see the full list of tasks. Reports and dynamic views, although great for me as the PM, do…
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How are users added to the User Management page of the Admin Center vs the user reports?
I have opened MULTIPLE Smartsheet support tickets (which have since been closed) and discussions with our account reps without success so I am hoping someone in the community can help me. Since November 2024, I have been trying understand the logic around how a user is added and removed on 3 user reports User Roles and…
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Best method for linking 2 sets of data together that use forms to collate the information?
I'm working on a project to help devise a solution to track all of our organisation's skills & talent initiatives, plus that will provide us with some useful metrics. The plan is have 2 forms - part 1 that collates all of the schemes' information and then a part 2 that collates information on outputs, but which is sent…
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Dynamic Reporting to Report Scope within Reports is a Gamechanger!
I have several Dynamic Reports that I use regularly, especially for Portfolio Dashboards. Even though it was inconvenient to replace them with new reports using the Report scope: Programs, I am thrilled with the new possibilities with this feature. I have been using it to check specific rows in sheets in all of my existing…
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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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Duplicate reports and dashboards from the left navigation bar now available generally!
July 9th, 2025 You can now duplicate any reports and dashboards directly from the left navigation bar within a workspace. To do this, open the three-dot menu next to what you want to duplicate and select Duplicate. Like our recent updates to sheets, you'll have the option to rename new items and choose a destination…
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Resource Management: Collect Task "Start/End Dates" and Task "Status" Type
I don't see a way to add tags to collect a row/tasks Start Date or End Date, so it can be reported against in the Resource Management Report. Also, my team would like to be able to set a custom date range for the report but have it remain. Such as "Last 7 Days / Next 7 Days" and keep it in place as an option to select.…
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Have Board view work in Reports
Board view is amazing - I love being able to control what columns my users see. Please allow this to work in Reports!