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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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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…