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How to generate Report from Dropdown list data
I am trying to run a report and group them from the drop-down list data in the sheet. However, when I try to group them out by each list that I have in the dropdown column, it is not available for me to choose. It is also not available for me in the Summary. Anyone know how to use the Group and Summary function in the…
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Archiving Final PDF documents outside of Smartsheet through a script in Python
📄 Automating PDF Downloads from Smartsheet Reports Hi everyone, I manage hundreds of documents generated across multiple sheets in Smartsheet. To keep things organized, I use reports to consolidate them — but I often get asked to ensure these documents are also backed up in SharePoint for redundancy. Unfortunately,…
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I'd like to generate a weekly report from smartsheet.
I use Smartsheet as a trouble ticket tracking tool and need to generate a weekly emailed open ticket status report that list selected fields from open tickets in the report. What is the best way to do that? I understand Smartsheet has a mechanism to do that.
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Report not pulling data from sheet when workspace is selected.
Hi everyone, I have a report that isn't pulling a sheet when the workspace is selected, but will pull it when only the sheet or the sheet's folder is selected. When I select the workspace I can navigate through and see that the sheet is checked off but it won't include the information. Then, if I deselect everything else…
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Report Filters for Duration not working?
Hello, I have a project tracking sheet where we layout target start & end dates for each subtask by using the predecessor and duration columns. I'm trying to create a report that shows when certain critical subtasks are rushed, so when "Task" is equal to "Approval" and "Duration" is less than "3d". I tried filtering by…
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Is there a way to create a report that can be Sorted/filtered by a viewer.
Hello, I have a source sheet with tons of data, and I would like to create a summary report to present to my clients. I do not want my clients to be able to accidently edit any of the information in the data set, so the columns need to be locked, or the people with access have to be viewers. In either of these options it…
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Selecting contact list column for proof active in reports
Can I use the feature to select a contact list column when inviting people to a a proof from a report ? Or is does this only work in a sheet?
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Automatically Sync Reports When a Source Sheet is Renamed
Feature Request: Automatically Sync Reports When a Source Sheet is Renamed in Smartsheet When a report is grouped or sorted by Sheet Name, renaming a source sheet doesn't immediately update the report. The new name only appears after a change is made and saved in the sheet. Until then, the report continues to display…
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Sharing reports with data without even view access to the source sheet
Today in order to share data in Reports we would need to provide view/edit access to the underneath sheet / source sheet. That's not exactly what many of users expect from Reports. This is a pretty typical task to have a data frame (source sheet) and using Reports provide access to certain portions of data to different…