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How do I overwrite or replace a sheet which is linked with multiple reports/reference sheets etc,.
I have a master data file which has around 20000 rows with nearly 10 columns (200000 Cells) Data driving several reports (50~60), reference formulas to several sheets (8~10). Master Data file changes (200000 Cells) everyday (Adds/Removes/Re-arranges data). In excel, we just save the file under the same name and it gets…
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Report Question
Bringing this to the community before I jump in to try to figure it out because you are all so helpful and smart. If I have a report "Tracker C" whos filter brings in projects which have content in a comment field called "comments". I remove comments when I want a project on Tracker C to come off of the report. I want to…
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Update Reports using the API
I found an old thread in the community about this, so mayn users are looking for it a long time already. I need to be able to update reports using the API, most importantly I want to add or change the source sheets of a report using the API. In my current case I have multiple reports using the same sources and if a new…
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Smartsheet Report - Filter by Month
I want to show data in a report for this month. It would be nice to have the functionality to filter by this month in the report. It looks like you can do this via a workaround a helper column and a MONTH formula, but would love to be able to do it without the workaround (and without needing to create another unnecessary…
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Attractive Output Report from Smartsheet data?
We use Smartsheet for an auditing system but I need to find a way to output the information from each audit that produces an attractive, professional looking report. I have tried the dashboard within Smartsheet but it has too many limitations. We have static information but also information like audit actions that change…
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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
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Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding…
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Insert Image into Report
I have a report that I would like our subcontractors to upload photos into. It has gotten a little burdensome to figure out which rows have the information we need with all of the attachments per row, and we thought it would be a good idea to put a single photo into a cell instead of an attachment; however, I can't seem to…
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Report : Printing Option Help
Hello Smartsheet’s, I need your help with trying to print out a report with the group name showing. I want to be able to print out the entire report with the drop down sheet name. How do I do that?
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Report builder - Collapse and Expand Rows
Hi, Is there a way to expand and collapse rows in the report builder just like the functionality that the sheets have? I want to be able to display in my project dashboard the same view that from the project sheet but unable to do so because I need to create it in the report builder first so I could display it in my…