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Dashboards and Reports
I'm building a Project Office (PMO) with 80 projects and looking to build a project dashboard for all 80 projects. We would need 4 reports per project (project summary info, project plan, issue/risk log, and project contact list). I'd rather not develop 320 reports (80 projects x 4 reports). Is there a way to do this more…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Report Builder to return only current and unique items
I am creating a working report based on bi-weekly reports we receive to identify if any new items (Primary column) meet our criteria and would require to be assigned in the project. I'm using the Report Builder but having some difficulty understanding to get the builder to return only the most recent items, if multiples…
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How can I automatically remove data with a value of zero from a Dashboard
I am looking for a formula to remove any line of data that has a value of zero in the Report, from the Dashboard. So, when the line of data is zero in the Report, it should eliminate that row from the Dashboard.
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Smartsheet as Data Entry Form with Intertwined Filters in Drop-downs
Hi. I need to upload an Excel spreadsheet to have some of the columns there filled with text and dropdowns. The problem I am facing is that I would need the different dropdown filters to be intertwined (that is, if I have two columns with one named Continent and another one Country; making sure that when I do select in…
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Any workaround for Primary column being the first column in a grouped report?
I actually feel a little silly even asking this, but I have a user request to do move a couple of columns to the left of the primary column in a report that uses Groups. Unfortunately I do not have a great response and I hope the collective awesomeness of the Smartsheet community has a better answer than "I can't make the…
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How do I create a report that displays rows that are passed a certain set date for each row?
I'm attempting to create a report that easily displays rows that are delayed. For example, if I had a planned delivery date of 08/07/2024 (UK Format), but this was actually delivered on 10/07/2024 (UK Format), I would like the report to only display this row. If the planned delivery date of 08/07/2024 (UK Format) was met,…
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Report columns from 2 sheets to appear side by side
I have a report that pulls several columns from two sheets. By default, the rows from 2nd sheet appear below the rows from 1st sheet. But I want the rows from 2nd sheet to appear to the right of the rows from the first sheet. Is this doable in Smartsheet? And, what if the number of columns I need both the sheets are not…
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Smartsheet report issue
Hello Everyone, I am observing some strange issues in Reports, so we have this workspace and I have selected the entire workspace, to get the filtered data. I can see most of the sheets but am not able to see a few sheets in my filtered report, on the other hand, my team members who created all the sheets, reports can see…
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…