Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
How do I create an 'At Risk' report, from a sheet, to include on my dashboard?
Do you know what your parameters for "at risk" would be? Also what fields you'd like to report on?
Also, screenshots of your sheet can be helpful if you're willing/able to share, but if you'd prefer they remain anonymous then can you explain what you're trying to report on specifically, like a list of column names and data parameters?
Hi Amanda, are you already doing something on your main sheet to flag at-risk rows? From data on your main sheet, you can create a report which shows only those rows that are at risk. Then you can add that report to your dashboard. These links should give you some inspiration!
Nice one Mike, can I also add that by adding a Report as a tile on your dashboard with the right filter criteria, means you always see the latest "Risk Report" and then add to that, if the visible subject field also hyperlinks to sheet where that Risk exists, you have a high level view that is easily drilled down to the action.
Hope that helps
Richardr
Smarter Business processes.com
Thanks, Richard. Amanda, let us know if you need any help with any of these processes.
Hello, smarter friends: I'm trying to learn how to utilize automations to move certain rows to new sheets in order to explore if my larger/longer ranging goal is possible. Where I'm Currently Stuck: I can't even figure out how to create functional auto to send a row to a basic sheet. That is my immediate need. But if…
I'm having issues accessing Smartsheet in both the desktop app and web browser and continually get the below error message…I need to refresh multiple times to get it to work. And sometimes it works and sometimes it doesnt:
This just started today… For some reason, I can no longer edit fields in my Smartsheet. One I'm the owner of. I do see an icon in the upper right that says "Comment Only", but can't figure out how to change it. Here a screenshot of what I am seeing:
