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Sorting date via the Grouped-by parameter
In the Report associated with our Dashboard, Smartsheet doesn't seem to allow us to sort by the 'Request Status' columns (which is a Drop-Down menu on the Form and Sheet). Is there a Work-Around? We want these displayed in a particular order based on which step the order is in, based on the Request Status. Thanks for any…
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Is anyone using Smartsheet for Qualtrics Voice of Customer report dashboards?
we demoed Tableau and some others but already have a smartsheet license and would like to try it in here. If you have, I would love to see, and learn how you are using it to report our survey results. TIA
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Automate Export to Excel
I am looking at ways I can automate export a smartsheet to excel at regular frequencies. I tried using MS Flow, but the Smartsheet connector doesn't have an option to get to get the content. Any ideas?
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Dynamic Dashboard Calculator/Model
Hello, I'm still learning Smartsheets and wondering if there's a way to create a dynamic "calculator" type dashboard fused with a form. I am hoping folks can fill out a form live and once submit automatically see the produced outcome, based on the form inputs, on the screen. Is that a possibility? Or is the only option to…
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Grant Management in Smartsheets
Hello Community, I am setting up a company's grants management system from scratch. I would like to know how others in the Smartsheet grant community have utilized the software to manage grant finances (budget drawdown, etc.) I don't see much in smartsheets on how to use it for grant purposes. Thanks, Shamika
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Count If Current Week
Hi Everyone, I have some daily data with dates and I want to get the week to date numbers off that data (Monday - Sunday of current week). I know countif is needed but I'm not sure how to go thru the rest. Your help is appreciated.
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Contact pictures in reports
Is there a way to show the small pictures besides contact names in a "contact list" column type on a report? The small pictures do show up in the grid driving the report, but don't show on the report itself (...and obviously, don't show in dashboards using that report either).
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Why is my embedded web content unable to be seen by other users?
Within my team's workspace, I have created various sheets and reports that are being rolled into a single dashboard. One of the reports I created in this workspace is best suited for a "card view" report. For context, this report organizes various project cards by which phase they are currently in. For me to have this card…
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Edit message within scheduled "Send as attachment" PDF Report
I can see how to edit the recurrence of a scheduled "Send as attachment" PDF version of a report, however can't seem to figure out how to edit the "cover message" text that goes out with the PDF. What am I missing?
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Report Grouping - Full collapse
Issue - If you have multiple groupings in a Report and you want the report to be Collapsed. There is no way to select what grouping you want to stay open/closed. In my example, I want the Region level to be shown but not the Quarters. there is no way to pick which group is the priority to stay open or closed. I think…