-
How to filter anything that has been marked complete in the last 30 days
I am trying to set up a chart so that any project that has been marked at complete in the last 30 days will show up in there. I did this by filtering in the report for any due date that is in the last 30 days, AND has also been marked complete. But I am realizing now that it may not be the best solution, as sometimes…
-
Is it possible to get automated alerts upon change to a report
I have a report which is being populated from 150 separate sheets being used to track project approval stages for 150 projects. I would like to be alerted anytime that a project stage approval is completed. Is there a way to get an alert when a report changes (as opposed to manually checking the report every day? Or…
-
Make a link reference in a sheet to data in a report?
Hello, I want to link data from a report (a grouped sum amount) into a sheet with a reference link and/or add it to a formula. How can I pull data from reports to use in sheet formulas and/or rows/columns? Thank you, Angela
-
**NOW AVAILABLE!** Change column names without disrupting reports
Hi Community, In a coming enhancement, reports will be more resilient to changes, automatically connecting renamed sheet columns so you don’t have to lift a finger. We will update this post when it’s live! An icon on your report column will alert you if columns have been connected, so you can drill in to see what’s…
-
Requesting help reporting top three vendors for three locations based on a common review database
Our team is trying to build a tool to intake vendor reviews based on five averaged criteria to inform vendor selection on future projects. I've built the form, a review collection database, a review metrics helper sheet, a vendor masterlist and a preliminary report. I'd like to be able to consistently report the top three…
-
Reports with 3 levels of filter groups?
Not sure this is possible, but I am looking to create a report that has 3 levels of filter groups, as in the screenshot below. If it is possible, how do I achieve it?
-
or-and-or report filtering
In one of my reports, I appear to have lucked into the filter configuration I need, and I can't figure out how to replicate it. I need to apply an "and" filter to a group of "or" factors, then include a separate group. How can I do this again?
-
Paste Formulas in Reports
We would like the ability to be able to paste formulas in reports and have the formula apply. Example: If I go into a report and paste "=Sum(Children))" then the cell returns this as a literal value of "=Sum(Children))" vs. my goal of having the Smartsheet calculate and display the value of SUM(CHILDREN))
-
Filtering a report column to current user AND to myself (being the admin) so I can see all entries
Hello! I am building out a report in which there will be a filter for "current user" based on the owner column. Is it possible to also add to the filter so that I can see all of entries by owner because I am the admin. Otherwise I will have to continuously filter for "all" to see what is outstanding across all owners.…
-
INDEX/MATCH with multiple "Matches"
I'm designing a project plan template and would like to use an INDEX/MATCH formula to populate a "Business Unit" column based on the staff member assigned to a particular task. Doing this would then allow me to create reports for the different Business Unit Mangers (filtered by the Business Unit column) that allow them to…