-
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…
-
Count number of days in date range that fall in current week
Hi everyone, I have a number of project plans in Smartsheet and am trying to get a summary of how many task hours each person has assigned for the current week. The plans currently capture task Start Date, End Date, and number of hours required to complete the task. As some tasks will take multiple weeks to complete, I…