-
Portfolio Reports
Hello! Has anyone run into an issue with Portfolio Reports similar to the below and has a suggestion? We have a portfolio report set up based on the portfolio and it is bringing in sheets automatically based on the templates we have in the portfolio. Whenever we log out of Smartsheet and log back in, the report resets…
-
Asset selection for sharing within the Workspace
Currently, in order to share specific sheets or reports within a workspace, each item has to be individually opened and shared with the user or groups. There should be a way of selecting the items/folders and sharing when you do not want to share the entire workspace. Doing this now will only share the whole workspace.
-
Display filter count badge on Report-sourced views
I would like to request that the filter count number (the badge that appears next to the filter icon) be displayed consistently regardless of whether a view's source is a Sheet or a Report. Currently, this number only appears when the view source is a Sheet. When the source is a Report, only the filter name displays — with…
-
K-12 Education
Hello everyone, my name is Alan Miller and I am an Executive Assistant working in K-12 education in Grand Junction, Colorado. I would just like to introduce myself and share some of the uses of Smartsheet that I use within my industry. I have been using Smartsheet for 4 years now and just returned from my second time at…
-
considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
-
The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
-
Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
-
UPDATE - Health and Wellness Solution
Here is what I have built out so far for my Health and Wellness Solution. Please note some information has been redacted, including my Forms Dashboard which is where I go to log most of my entries, it is more for me to see, it's not as pretty as these are. I'm a dork and record many things just for the fun of it. I started…
-
Report Filters Not Working
I have created a report and added the sheets from the workspace. I have created filters to pull in only the projects that need "approval to post." The conditions are set so the task that must be submitted before a project can be approved is submitted, and the task to approve the project to post is blank (not approved). I…
-
Enable stacked bar charts built directly from Reports
When building a chart widget from a Report, Smartsheet currently only supports a basic bar chart. If I try to create a stacked bar chart from a Report (to split the bar by a second field like Status, CoC, Portfolio, etc.), it does not work as expected. This limits dashboard reporting because Reports are the cleanest way to…