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Sharing reports with data without even view access to the source sheet
Today in order to share data in Reports we would need to provide view/edit access to the underneath sheet / source sheet. That's not exactly what many of users expect from Reports. This is a pretty typical task to have a data frame (source sheet) and using Reports provide access to certain portions of data to different…
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Merged: Report over sheet that have a published with edit rights link
This discussion has been merged.
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Add new filters in Report
Hello, I would love to have in my reports the possibility to filter on "This year", "Next year", and "Last year", according to a date type column. Today we can just define an date interval for example "after 01/01/2023", "before "31/12/2023", and it has to be updated every year. I hope some of you will vote this…
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Multiple Filters In Reports that Collaborators can Choose/Select
I want to be able to develop 1 master log and create reports and forms for employees to use to change or add data. In order to change filters, I believe you need more permissions than an editor. To follow through with my idea, the editors would need to be able to change the filters. What if we had the option to lock or…
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How to Sum Across Multiple Sheets?
Hi, I have six sheets with an identical setup. I want to be able to summarize how much Effort each person has been assigned for all the sheets. For example, Bugs Bunny may have 12 hours assigned in Sheet 1, 4 hours in Sheet 3, and 24 in Sheet 5 for a grand total of 40. I want to be able to summarize total Effort for each…
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Combined Report of Sheet Names
Is there a simple, easy way to get a report that just has the links to the different sheets (using the Sheet Name column) that have been added to it? I've done this before with my own sheets where I filter to something consistent in each sheet (ex., I use the ancestors and hierarchy in all of my sheets so I can just pull…
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Controlling record visibility in reports using Smartsheet Groups
This solution allows you to combine the "Current User" filter and Smartsheet Group membership to filter records based on who is a member of a Smartsheet Group. Solution overview Python Create scheduled task to run daily Python script that pulls all Smartsheet groups and group members and saves as CSV on SharePoint site.…
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How can I keep my grouping and summaries when exporting a report?
When I go to export my report as an excel or PDF, it does not carry any of the summaries and grouping. How can I fix this or work around this? Here is an example of my report vs what exported ( a portion)
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Exporting Report's with Grouping
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
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Alpha order or Sheet Order Column List
When working with columns, such as creating a report or Dynamic View, it would be beneficial to have a choice when designing to either add all columns in alpha order or add all columns in the order they appear in the source sheet. Currently, you have to add them one by one and scroll through the alpha list to put them in…