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Automated Reports
Is it possible to create automatic reporting and dictate who would receive them? I'm hoping to have all outstanding issues pulled from my Smartsheet each week and distributed to the team to make sure nothing slips through the cracks. Thanks!
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Recruiting Metrics
Hi SmartSheet Fans, Wanted to start a discussion with the community revolving metrics and how you've used SmartSheet to get you recruiting metrics (time to fill, 1st touch date, etc.). Since everything is date related we created formulas to help us, but would love a different approach if anyone has any. Thanks! Kris
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Report publishing - Required Field
I've created a report and I'm trying to share the published link. When the receipient clicks on the link the display shows "required field". I am publishing to a non-collaborator if that makes a difference. thanks, Eric
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Sending a report via a SmartSheet Group - owner receives copy?
For a smartsheet report that I own, if I setup a recurring email to a group, and I am in the group, is it by design that I won't receive a copy? AEG
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Reporting from multiple sheets
Is there a way I can run a report from multiple sheets? I can select 2 or more sheets but it's an "OR" and not "AND". So, the report isn't reporting on all selected sheets. Or, am I missing something? Thanks!
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Reporting on the current week
I would like to create a report that would show what needs to be focused on in the current week and I am defining "what" according as follows: 1) Each group of projects (smartsheets) should be bundled into a report; one report for the entire program of projects. Each group has its own report. 2) The individual tasks are…
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baseline - actual dates
This post is in regards to this post below. I would like to get in touch with Jeremy michels to see if he will share the sheets he references with me.Any help will be appreciatedThanks so muchLouise Jeremy Michels601 ptsApril 5, 2015 8:30 pm I do the added columns now. We use it for both schedule and budget reasons. If you…
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Formulas and Sheet Saving
All of the sheets in my solution have a date column for "Today". =TODAY() I use formulas in several other columns to determine if the checkbox column for Current Qtr should be checked. (same for Previous Qtr and Next Qtr) I use the checkboxes in report filters. Problem: Because my formulas are updating sheets daily, I have…
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Report Not Finding Matches
I'm working on creating a report, but keep failing to have any matches pulled from my Smartsheet when I run it. I know that there are rows that satisfy the fields I'm looking for, and can't figure out why matches aren't being found by the report. I don't have a 'who' included for the report, so I'm guessing that's the…
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Resource allocation by project, not by person
Hi, i like the resource allocation views but in addition to knowing what people are working on, I'd like to see what we are using our resources on by project. so rather than seeing that Sue is allocated 50% to project A and 50% to project B, I'd like to see a list of all of our projects and how many of our resources we are…