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Reports output
I am really looking forward to any updates on the reports output. currently the output into Excel is not very professional and needs to be tweeked each time. Really looking for a mechanism to set up the output each time so that it eliminates the additional resource for this.
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report to create form letter
Has anyone used the report function to create a form letter. The report would pull static data from one sheet and dynamic entered by a web form from another sheet. Thoughts?
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How do I run a report based on multiple smartsheets with varied column headings?
When I select the "What?" criteria for running a report, it wants a number and not all columns contain numbers, some contain tasks written in text. Is there a workaround? Do column headings need to be labeled the same across all smartsheets/workspaces used to generate the report? Do separate reports need to be run for…
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Tracking stage changes in a sales pipeline
I am looking at Smartsheet for a potential CRM application. The primary use cases are Manage Contacts and Track Opportunities. In the latter use case, a user has asked to report on durations between opportunity stage changes. Has anyone figured out a way to do this automatically? I know that I can use View History on a…
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Minutes of meeting
I am looking for a template to do minutes of meeting in smartsheet. The purpose is to pull out the tasks out of various MOM or other sheets and be able to pull a report for all my open tasks - no matter where they are. Minutes of meeting, to do lists, punch lists...
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Backup Reports & Templates
Hi Community, I've got backups under control... BUT what I've found from various options / systems is that the reports can't be backed up. Has anyone found a way to do this?
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Reports Error
Hi all I have been using the same report now for a while and never had any issues tll now. I am running a report off a tooling equipment list and I have a date cell that automatically caculates when it is due for re calibration. The report I create is "if the recal date is today, overdue or in the next 28 days". Problem is…
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Report Issues After Adjusting Order of Dropdown List Items
Hi everybody, I was wondering if anyone had any insight into the problem I'm experiencing. I have a master sheet with a column labelled "Departments." There was a long list of departments in that list which were what many reports were referencing. I decided that it would be easier to navigate if it was alphabetized, so I…
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Removing columns from multiple reports
Good morning, Upon occasion we discover that a particular column in a sheet and subsequent reports is no longer needed and should be deleted. Is there a simple way to do so, other than having to go through every report to see if that column exists within? Blessings, Loann