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Is there a way to populate a Report based on Project or owner?
I'm trying to create a report based on projects and owners. For example, I might have ten projects and multiple owners of each project. I can populate the project list but cannot find a way to include Owner My steps so far: Create Report Sheet Summary report Select projects I'd like to include, this could be single or…
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Creating project in Resource Management from a Smartsheet Report
Hi All, I would like to get data from a client's Smartsheet into Resource management, however their work is not formatted properly for me to be able to do so. In addition, there are rows of info that are not relevant to my team. I could make a report to pull the data I need, but I cannot create a project for Resource…
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Generating a Report based off Filter Criteria
Hi All, I am attempting to generate a report off of a filter criteria in the main sheet. It is is a live document and we work off specific filter criteria's per person, but I want to generate a report based off the circled "Current Renewals" only, but when I go to to generate the report, the report takes all historical…
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How do I get a Dashboard Chart Widget to display 'No Data' when the source report returns no data?
I have a dashboard chart widget whose source data is a report on a sheet. There are times when the report accurately returns no data from the sheet that meets the reporting filter criteria. In that case, the dashboard chart widget displays an 'Unable to display chart' error (screenshot below). This error message is…
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Allow formulas to function in reports
Currently formulas do not update while in a report. If a value changes, you must refresh the report or window to see the updated formula. This creates a lot of confusion since we use reports to gather updates, which results in me being told "your smartsheet is broken" because the formula columns do not update.
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Can a report be directly exported from a WorkApp?
Can a report be directly exported from a WorkApp?
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Project Collaborators Schedule Report
Hello everyone, I hope you're doing well. I'm new to SmartSheet and currently working on my initial projects and automations. I have a project group and would like to create a report in the project management office that allows me to identify all the collaborators involved in each project and in which months they will be…
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Duplicating sheets to have different conditional formatting on reports
I have 5 different sheets representing 5 different projects in 1 program of work. So I am creating reports to bring those 5 sheets together to get a program level view. For one report, I want to see timings in a gantt view and color the bars based on the project sheet. However, I can't do this without changing the…
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Aggregating Data (9 sheets for 40 different clients)
Hello, I have 9 identical sheets (obviously data within them differs) for 40 clients that I'd like to aggregate. The clients fall under 3 verticals and those 3 verticals roll up to one division. I have trying to aggregate the data through cross references but somehow have maxed that out (maybe I am approaching wrong?).…
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How can I make a single row of information appear as a page/single sheet
I have set up my smartsheet I have created a form for data collection into my smartsheet I have automation to check / populate fields But....... I cannot find a way to display a single row, with all this information as a single page to view. This can be in a report but a page per row or culd be a dashboard or........ The…