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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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Merged: Insert Image in Report
This discussion has been merged.
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Insert or Copy Photos to Reports
It's very easy to insert photo into sheet cell. You can also easily copy and paste photos to cells from the clipboard. However it does not work in reports - the only thing that can be done is copying and pasting the photos from the same report.
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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 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…
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Merged: Formatting in Reports
This discussion has been merged.
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Attendance reports
I am trying to create a sheet for attendance reports. We take daily attendance of our students, but it is done on a form which is part of a bigger report. I would like to provide the front office with a monthly report of just the students that were absent and which days. How would I do this? Hyperlink? Condition? Please…
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Report Filter Update-Multiple
It would be a good option to update multiple reports which use similar or same filter and/or source to get updated in one instance rather than going in and updating multiple reports multiple times, this would reduce time and effort when there are changes in the source data sheets. hope this can be done
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Can I filter or sort by highlighted changes?
I have a project tracker sheet that is set up so that we can import a file from our customer regularly that updates existing worksites, and adds new ones to our tracker sheet. We are able to use "Highlight changes" to easily see what cells are updated and what rows are added. What we would like to be able to do, either in…
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Create a report of all Rows that have images attached
Hi, I'd like to create a report including the images that are attached to every row, to visually see a list of issues that are being tracked. It seems like quite a basic feature that many people have asked for, but I can't see how to do it. Thanks