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Automated reports with attachments included
I have a few automated reports that go out every Monday. Is there a way to have this report (PDF or Excel) include the documents that are attached?
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Open in New Window option for Summary Sheet-based Reports
For reports sourcing from Sheet Summary Data, you would like to be able to: right-click the Sheet Name link and "open in a new window" You could do this only if the the report is Row-Report sourced. Would like the same functionality for a Summary Sheet Report.
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WEEKNUMBER function doesn't seem to be updating promptly?
Hi, I am using the following formula to populate a checkbox called "this week?" if a fitting is scheduled to take place this week: =IF(AND(YEAR(TODAY()) = YEAR([EXPECT FITTING DATE]@row), WEEKNUMBER(TODAY()) = WEEKNUMBER([EXPECT FITTING DATE]@row)), 1, 0) I'm using the checkbox to filter a report so the user can see what…
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Grouping on Reports - Source Column is Dropdown List with Multiple Values allowed
I am creating a Report where once I apply my filtering, I need to be able to Group my results based on specific criteria. One of those criteria comes from a source column in a sheet where the column is a Dropdown List that is allowed to have multiple values selected. When I create the Report, the column with the…
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Import Excel with multiple worksheets (Including Reports/Dashboards) to Smartsheet
Hello, I have a multi worksheet excel sheet : includes a tab for each: Introduction Worksheet, Data Worksheet, and reports linked to the Data Worksheet/dashboards Worksheet (includes various formulas). Is there a way to import the whole content into smartmeet. We cannot purchase additional addons unfortortunately. I tried…
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Is there a different max number for number of rows in a report?
I know the maximums for a sheet (below) but I have a report that only has a handful of columns and is cutting off before all of the data is included (at about 2500 rows). Is there a different maximum number of rows in a report than a sheet? I am also finding that if I add the grouping feature it will only show the headings…
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Automatic Report for Multiple Ssheets
Olá comunidades, espero que estejam bem. I have a question about an action. I would like to generate a report for all my project spreadsheets. However, I need to manually insert the spreadsheets into the report, and due to the large number of projects, I would like to know if there is a way to do this automatically? Here…
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How to create template dashboard and summary grids with formulas?/ Is it possible?
I need to create a set of templates that are personalized to our needs. The needs are the following: - We have a template that is pre-set with column names that is populated by us. 1. From this template after it is populated I need to create a summary template in a grid containing formulas. 2. From this Summary template I…
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Color Coding Calendars - Different Colors for Different Calendars, but from the same sheets?
Hello! I have a workspace with a ton of different sheets that each represent a project timeline for a single client. We are creating different reports to pull together program/client level views for things like team PTO, client due dates, internal resourcing priorities, etc. We use the calendar view of our reports…
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Pulling report data from a folder of sheets
I have several reports that need to pull data from multiple sheets. Those multiple sheets represent current projects. When choosing the sheets from which to pull data, I enter a checkmark for the entire folder, with the understanding that any new sheet I add to that folder will then be included in the reports. But when I…
