-
Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
-
Can you make alerts for upcoming due dates from a report? Or send out a weekly report?
I have several people on my team. Everyone has their own projects as well as tasks they are assigned to in other people's projects. I currently have a report that pulls each persons individual tasks that they have coming up, although I am looking to see if there is a way to get notifications of upcoming tasks based off the…
-
Assigning Multiple Resources
I've seen posts going back 3 years that address this subject, and it's little mind blowing that a feature as basic and essential as this does not seem to be possible yet. My team works on multiple projects each day, and each project has at least three different team members assigned to it at once. Without the ability to…
-
Printing a report
I am not sure if it is just me. But I have a problem here, I have a sheet called 2nd Database and then based on that I have created a report. I have applied all the filter and group by and then when I am printing the report, it is showing me the 2nd database sheet and not the report. Not sure why? Am I doing something out…
-
Is anyone else losing their mind over the changes Smartsheet is making without announcing it?
I don't understand why Smartsheet changed these icons? They no longer match what is used in a Workspace or Folder. When I teach Smartsheet, I use the icons (sheet/grid, report, dashboard, template, folder, workspace) to help people understand at a basic level what Smartsheet is made up of. THESE make absolutely NO sense…
-
Department specific Dashboards and manual updates to Reports
I have created department-specific Dashboards to make tracking department specific tasks easier for the end users. However due to limited knowledge, it's a very manual process each time a new site is added to the project timeline. I have to go into each report I've created for each department. How can I go about utilizing…
-
Admin Center | Reporting Enhancements with Filters and Data Selection
It would be great for Admins to be able to create customized reporting through the Admin Center. Ideally, it would be a dream to bring in different types of data and filters - that way you can run a report for exactly what you need. If you have used many ERP reporting solutions, you have this option to drag and drop in…
-
How to Get Pie Chart to Show Total Complete VS. Incomplete
I feel like I am getting close to this one, but something is still not working out. I just want a simple Pie Chart to show total Complete Vs. Total Incomplete. I have tried using several different columns and strategies, and although this should be easy, it is not clicking… Here is how I have it displayed now… and also a…
-
Possible to summarize a report based on Current User?
I'm creating a dashboard that summarizes survey data for employees. I have a report set up where they can access their information, and the report is set to filter By Current User, so they only see their own data. The report pulls from a master source sheet, which has a Contact column that maps to each employee. My…
-
Enable reports to show dependencies on the Gantt view
When creating a timeline report to be used on a Dashboard or exported for executive reporting, there is a need to preserve the dependency lines in the Gantt view to assist with understanding impacts of data changes. The Reports functionality does not currently show the dependency lines that are visible on the sheet. It…
