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How to remove deleted sheets from Sheet Access Report?
Even as a System Admin for my org, I do not have the ability to see all the sheets/reports/dashboards created by my organization's users. So to identify the Smartsheet resources used across the business, I periodically run a Sheet Access Report out of the Admin Center. However, I've noticed that deleted sheets never…
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Sort Grouped Rows
I am working on a sheet that lists our organizations donors for 2024. Each row is a specific donation that include the name, amount, date, and membership number. Some donors give multiple times. I want to be able to summarize/group those folks so that I can create a list of donors for the year with their YTD totals…
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Having difficulty with an intake form to get the values in a report to pull into my dashboard
I have a intake form for work that goes into the studio. There is a field with a multi select for the type. Based on the type conditional logic is then applied and shows a multi select drop down. For example if "print" is selected then a muti select dropdown will appear for the various "print assets" that are required. 3rd…
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Merged: Print reports with Groupings
This discussion has been merged.
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Allowing people to access reports without having access to the main sheet
Is there any way that I can share reports with various people and give them the ability to edit information through their report without sharing the main sheet with them? In other words, giving them write access through the report, but not allowing them to see, open, write on, or access the main sheet in any way? They…
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Multi-Select Projects to "Update Reporting" in Control Center
Whenever a change is made to a blueprint in control center we are already disadvantaged by only being able to apply this change to future projects created from the blueprint. We can however, using Global Updates retroactively add certain rows to summary sheets that can be a proxy to apply changes to existing projects.…
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PM trying to see overdue tasks across all projects ONLY for projects I am a PM of
Hi all, I am a project manager and there are 5 project managers in my organization. I want to be able to pull a portfolio level report to show all the overdue tasks that I am a project manager of. I have control centre and I also bring in PM as a profile data into my project plan. What is the best way to achieve this?…
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Setting up a Monthly 'Check In' Safety Audit
I've tried this a few different ways and keep hitting a bit of a wall. Has anyone created a Monthly Check In for Safety for multiple Sites of a business? The idea would be every month someone at one of the sites can submit this 'audit' and we'd track that it has been done each month. The 'checks' at each site would be the…
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Report filter permissions?
I've created a report that I want users to be able to filter, but I don't want that filter to be saved (e.g. the next user who opens the report will see no filter). I've tried changing user permissions from viewer to editor, but with both they're not able to apply a filter (it's greyed out). Then I tried creating a saved…
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Reports and Dashboards Backup
I would like to be able to set up recurring backups for reports and dashboards just like we are able to do so for Sheets in a workspace.