-
Summarized morning checklists?
My program has three morning checklists that are completed on a daily basis to ensure systems are working properly. I currently have a sheet built for each checklist with a form feeding each one. I want a report to be triggered when all three checklists are submitted and for that to be sent to a specific person. Each sheet…
-
This new layout is awful, can it be made optional?
Why would you do this? Did you even test this with customers? Why can't I open as a new tab from the "home" page? Why can't I make the "home" page the default on the side bar? Why can't I make the side bar stay open? This functionality is not working for us as an organization. As the administrator for 8 workspaces with a…
-
Automations not kicking off when cell updated from a report
I have projects with automations that update a target cell after a source cell has been updated. Specifically: if % Complete = 100%, set Status to Complete. The automations work when I'm updating from within the project sheet. But when I update % Complete from my master report that aggregates all my projects, then I notice…
-
Creating a Portfolio View for Project Outcomes
Hello- I am trying to create an executive view for our portfolio that highlights the Project owner, status, summary, and then active issues, risks and changes. Mock up: I have created summary fields within the project plan, QRAIDD log and change log in order to get the count like my mock up above and am creating a summary…
-
How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
-
Report grouping glitch?
Hi there, I am confused about something. I have a report pulling data from multiple sheets. I am then grouping the data by Sheet Name. However, when I do that, the sheet names don't match. This isn't a huge problem, but it makes the associated graphs I create hard to read with the longer sheet name. The original sheets…
-
System Admin: Power for Info Gov?
Hello, As a System Admin, I have to check User Sheet Access and User Type reports often to ensure my users (3k+) are utilizing the system in accordance with our company regulations. I would love a feature that will allow me to mark certain sheets, reports, and dashboards with feedback without having to download every sheet…
-
Create a "This & Next Week Projects Report" in Smartsheet using RM advanced reporting
Hello, For a while now my teams have been missing a way to see their workload in the coming weeks. Taking screenshots of rm.smartsheet.com or giving them a licence to it are options, but it is either too manual or too costly for my taste. A more realistic alternative was to export reports from RM, reimport the files in…
-
Merged: Automated workflow from reports
This discussion has been merged.
-
How can I get the Summarize function in report to use a standard unit?
I am writing a report, and the base data gives % of a person's effort. For some reason, when I sum the totals for a category, some of the groups give a whole number, and others give a % value. In fact, it would be great to sum to a whole number, like the row for Total and the row for Sponsored, since 100% indeed equals 1.0…