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Ability to remove all source sheets from a report
I currently have a number of reports, which are having 100+ source sheets of active projects, once a project is complete I need to remove it from the report and respectively add new sheets. However, there's no easy way to remove those completed/cancelled projects from the report today, because I'll need to look at that…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Reporting functionality on dashboards
I am trying to pull together a view of my portfolio that takes 7 projects and pulls the milestones. I want to be able to have the seven projects each be able to expand/collapse individually, ideally from the dashboard, however, I'm having difficulty figuring this out. Seems like it is an all or nothing setup. I have my…
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Exporting Workspace Shared To and Permission Settings
Hello!! Currently doing a review of who all has access to my workspace in Smartsheets. Is there a quick an easy export or something to see who all has access, their permission, and License type within a given workspace? Part of this exercise is determining who all is in my workspace and if they need Edit/Viewer access to…
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Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…
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Is it possible to get a report on use of Pins?
Can I run a report on users activity related to Pins? Or could a CSM request this report from professional services?
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Metrics Widget Formatting Issue
Hello, I have created several sheets and reports to be able to live track my progress in a teacher training program. I used a Metric widget to pull the remaining hours from my sheet into a dashboard which works beautifully in the desktop version, but when I look at the mobile version, the formatting is all messed up. I've…
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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List workspaces API returns all workspaces in Plan (tenant)
As a plan administrator, I need the ability to list all workspaces in the plan so I can ensure tenant-wide compliance. Currently, I can only list the workspaces that are shared with my API account. This is a gap that puts our SOC 2 Type II certification at risk.
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Why is Gantt View Displaying an Entire Extra Year?
I created a Gantt chart in Reports to display key milestones in a project. The project is set to end in 2027 and there are no dates in the source sheet past June of 2027, yet the Gantt chart is displaying 2028. I have played around with the time display settings, but am still seeing this extra year. Does anyone have a…