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Quick way to find scheduled send reports from across multiple reports/sheets
Kia ora, Is there a quick way to discover where scheduled send reports, from a report or a sheet, have been set-up, and then modify or delete their occurrence? I have multiple project sheets on the go, and at the close of each I go in and disable all automation workflows, however I don't have capacity (or memory) to check…
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Is it possible to pull an activity log that includes a cell history report with time stamps?
Hi there. I am relatively new to Smartsheet and have been enjoying all the tools that this platform offers, but I want to see if I can make it work even better for me. I am essentially a process manager that sends reports to various stake holders via Smartsheet status changes The stake holders are dependent on the…
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How can I pull data from two separate Jira instances projects to single sheet in Smartsheet?
I have two Jira projects which are related to same program but sitting in separate Jira instances. I want to pull tickets related to these Jira project in single sheet so that I can create Gantt Chart view and other reporting at single place for both.
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Resource Manager Reports - date logic capability expansion
Resource Manager Reports need date logic capabilities beyond the standard last week, last month. Flexible logic like "today()- 2 months", or "today() + 6 months" etc. Having to update an existing report and or the resulting data and formulas each month so it displays the information that is needed rather than just enabling…
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Item Changing with New Information Need Reporting Help
I have test for items a,b,c,d and a report that is pulling data from those tests. Occasionally I'll have an item that will turn to a version 2 now considered a2. Column information wont change. Now there will be an a, b, c, d, and a2 rows. What should I do to pull the correct information to my report now that a (the…
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Best way to have limited view to sheets withouts needing them to login to smartsheet.
I am not sure which way to go here! I have an intake sheet where different plants can fill out a form with their plant location and other information that all populates to that one sheet. I would like to have the option for when the general managers want to look at how their plants are doing, they can see just their…
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Way to calculate parent row % Complete in other columns (like % Complete) for SPI.
We have a Planned Value column that is based on Start and End dates and a SPI column that is based on Planned Value and % Complete. Our Planned Value column is used to show what the task % Complete SHOULD be for the project where the % Complete is what the ACTUAL % Complete for the project is. The SPI uses %…
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Dashboard Reporting (chart) for Incremental Claim days
I have a Primary Sheet and I have several individual Reports based # of days a claim has been opened: >30, 5-9 days, 10-14 days and 15-30 days. The Primary Sheet has a column that drives the logic for these reports. Meaning, the column reports # of days since the claim has been opened. I am wanting to report on the…
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External Reporting
Hello - I am trying to create an external report where I only want certain rows (such as with checkbox) but I do not want to put a filter on the report because then the external resource could then expand the data. Is this possible?
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ODBC links are slow to update
Has there been a change to the system recently affecting ODBC links to data? I have a sheet that has been running for around a year which pulls together the results from several forms - the ODBC link is set to run automatically as soon as the file is opened, and up until a couple of weeks ago this was relatively quick…
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Request to add task assignment filter to the Smartsheet Resource Management Reporting module
I currently can only see the total hour assigned to a resource on a specific day. I would like to have it broken down even further to see what tasks and the hours associated with each task. Then I can create reports to share out to team members and team managers so they know what tasks are being worked on over a specific…
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Proofing - Comments to persist across all versions
Currently, once a new version of a proofing document is uploaded, it is not possible to see the comments made on a previous version. This makes it extremely difficult to effectively review the new version and ensure all comments have been addressed. Options are now limited to, copy and pasting the comments out of the proof…
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Help on project status reporting solution requested!
Hi all - I am tasked with the following and need some assistance and hope you can help. Firstly, let me tell you up front that our organization does not have now. nor can we purchase Control Center, Dynamic View, or any other add-ons at this time. The good news is that my ask MAY not require any, but let me tell you my…
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Help Article updates - February 2025
Hello Community, We’ve published the following new collection of articles that highlight specific capabilities for builders: Basic Builder Learning Track: Intake to archive Basic Builder Learning Track: Project settings Basic Builder Learning Track: Reporting Basic Builder Learning Track: Visualizing process performance To…