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Descriptions for Reports
I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.
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Add Multiple Conditions to Conditional Formatting
We would like to request the ability to add multiple conditions to a Conditional Formatting rule. For example: If Step="Backlog" and Flag=Yes, mark row orange.
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Merged: Add Equation Columns to Reports
This discussion has been merged.
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Group Report By Month or Year
It would be fantastic if there was a built in way to group reports by month or year based on a date column. Something in the group settings when you choose group. If you select a date column you would have these options Oldest to Newest by Year Oldest to Newest by Month Oldest to Newest by Day Newest to Oldest by Year…
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Folders within a workspace should sync just like the workspace itself when creating a report.
I recently discovered that a folder within a workspace (which has the look and feel of a folder) does not function in the same way as the workspace itself. When creating a report I may want to focus on a subset of items in a folder and ensure that it syncs anything within that folder. In my case, my workspace contains…
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Filtered Sheets in Developing Reports
I have a report that is filtered by a particular folder within a shared workspace... everytime I remove items from that folder the report no longer watches the folder, and it turns into individual items within the folder... Is this common behavior? Has anyone else experienced this behavior recently? I want the subfolder to…
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Automatic inclusion of new sheets within a report
Am I wrong to assume that new sheets will be automatically included in a report when I select a folder level of sheets when building the report? Currently I'm having to manually go back and re-select the folder level of sheets each time a new sheet is created inside that folder. The following screen shots show a before &…
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Create your own template for Report and Dashboard
Have the option to 'File-> Save as Template' in a report or dashboard like you can do with a sheet.
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Sheet summary filters - remove anyone with 0
Hi Everyone I have created a sheet summary report for our dashboard to show overdue status on activities across 13 staff members. I have tried to use the filter in the report to only show users with tasks above 0 or between 1-100 but it is not removing users with 0 tasks against there name. I am using the OR function here…
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How to compare form responses with a list of emails?
Hi! I have created a survey/form and emailed it out. One of the survey questions asks participants to enter their email address. How can I compare their responses to the list of emails I sent the form to? I would like to create a report that shows who has responded and who has not based on the email addresses.
