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Best Practice Inquiry
Good morning, We have an expense report that I pull from our system 2 times a month and put into Smartsheet. I have about 100 Department IDs I share it to split between different 10 bureaus and 4 centers. I am trying to find a good way of splitting up the information. Currently I have 10 grids for the different bureaus…
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Issue with WorkApp Attachments?
Is anyone else experiencing problems with users not being able to add attachments to sheets or reports in WorkApps? Users that gain edit access to sheets and reports to edit and attach documents stopped having that ability late yesterday.
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Reports - Can non-admins sort?
I have a number of reports which live in a workspace. This workspace has a handful of admins, and about 40 licensed users who have editor access in the workspace. Is it possible for these editors to sort reports? Or do I have to make all of them workspace admins for that functionality to be a thing? Seems a bit much…
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Dynamic View Missing
The Dynamic View button is no longer in the ribbon of my worksheets. The leads indicating where it can be (Launcher icon etc.) are missing. Even if changing the view from Grid to Table, I don't have it as an additional item on the "More" dropdown. I have always had access to it. Where has it gone to?
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Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…
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Getting an error "Web.Contents failed to get contents from 'https://api.smartsheet.com/2.0/home'
I have a PowerBI dashboard which I have connected to Smartsheet report which was functionining normally over the past year. I downloaded the latest version of the Power BI on 06-Oct-2025 [ Version: 2.147.1085.0 64-bit (September 2025) ]. I am getting the following error "Web.Contents failed to get contents from…
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"Save as new" with more than 100 items
Is there any way around the 100 item limit when using" save-as-new". I built a large reporting and dashboard structure with hundreds of individual reports and aggregate dashboards. The reporting structure is for a state agency that contracts with many partners, so lots of reports and dashboards for each individual partner.…
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Reporting Dashboard
I have issue about dashboard view. Even the settings are published as 'anyone see the link content' but the content does not open in pc. The link does not work. Do you know how it is fixed?
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公開ダッシュボードを利用した際に埋め込み型のウィジェットを表示させたい
Smartsheetのアカウントを持っていない方を対象に、ダッシュボードの公開リンクを使用して公開します。その際レポートウィジェットが表示されず、ウィジェット内に以下の通り表記がされる限りです。 ダッシュボードの公開においては、ソース側(今回はレポート)の設定で公開をONにする必要があるのでしょうか。 あるいはダッシュボードのウィジェット設定で、閲覧者モード「最後のウィジェット編集者」or「ユーザ独自の視点」の選択が影響するのでしょうか。
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日別タスクの集計方法について
martsheetでEVMを実現したいと考えています。 しかし、各タスクの日ごとの稼働実績の集計方法に悩んでいます。 現状は通常のWBS方式でタスクを管理しています。タスクごとに「開始日・終了日・計画工数」を持たせ、稼働したタスクごとに実績工数を日ごとに入力したいと考えています。 ■やりたいこと ・各タスクの稼働実績を集計したい・さらに日ごとの合計(全タスク合計)を出したい ■イメージ 【入力(縦持ち)】 日付 | タスク | 工数 10/1 | タスク① | 5.5 10/1 | タスク② | 6.0 10/2 | タスク① | 6.0 10/2 | タスク② | 3.0 【出力(集計結果)】 日付 | タスク① | タスク② | 合計…
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"Rolling" cleared text - how to manage
I have a sheet that others update as and when they can as well as reporting by set dates. A checkbox is used to mark that the material is cleared for reporting and this is the criterion that pushes the information through to dashboards and paginated reports. Managed previously with a single checkbox that was cleared on a…
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Create a Report Widget with an option to Export not the Web Content Widget
This is a REPORT WIDGET screenshot. This loads instantly when I open the dashboard even with many data entered (screenshot doesnt have any right now). It does not have an option to copy text or export the file. This is a WEB CONTENT WIDGET, using the REPORT Publish link, I was able to display it. It has the option to copy…
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Sorting report sent as an attachement
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Sort the report in the same way as the UI or provide a way to select sort similar to the UI
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Global Report - Change filter permission
I have a Program Report (dynamic report) where I would like a user to be able to change the filters. They are the owner and admin of this report; however, they are only editor in the source sheet that makes up this report. They seem to be having issues changing the filters. Do they also need to be admin to the source…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Is there a way to sort reports when sending them as an attachment?
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Is there a way to ensure the report sends with the sort from the UI?
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Automatically Updated Reports
Reports linked better-essentially when you link a report to a folder have it update the report automatically when more items are added to the folder. If that is how it's supposed to work, the link in the folder breaks constantly for me. When you go to pull in sheets to a report that already exists, the folder and or sheets…
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Missing column in Report if I use a formula
I'm not able to "view by" a field that I have in my sheets - Quarters (Q1, Q2, Q3, Q4) - in my report. I think it is because I have used a formula to calculate the quarters in my sheets. Does anyone know a way to get a formula based field on the dropdown for view by in my report?
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Sheet Summary data use on reports and dashboards
Want Sheet Summary Data on a dashboard….but understand I cannot utilize Global Update if I use a Metric widget in an attempt to display it. Was told I can write a report that calls up that Sheet Summary data and then use the Report Widget Created the report…no problem, updated the blueprint with the report as "required"…no…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…