Enhancement Request
Discussion List
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Preserve Report Grouping and Sort Order When Exporting Reports to PDF
Currently, when exporting a Smartsheet report to PDF, report groupings are converted into columns rather than maintaining the report's on-screen layout. This creates a significantly different output and makes the PDF difficult to share with stakeholders who do not access Smartsheet directly. Please add an option to export…
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Implement CSV Uploads for Seat Type & True-Up
Per Case # 09826864 "There is currently no CSV-based method to update an existing user's Seat Type in bulk. The only supported way to change Seat Type for existing users is through the Seat Types & True-Up page, using Bulk Actions > Change Seat Type." This feature would be useful for implementations / change management…
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Leveraging Smartsheet AI for Project Dashboards, Client Reporting Portals, and Approval Workflows
I'm Nino from Makati, Philippines, and I use Smartsheet to develop project governance and portfolio management solutions for construction and fit-out projects. A key focus of our work is building project management dashboards, automated workflows, client reporting portals, and approval processes that provide stakeholders…
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Claude: Ability to Upload files Directly from Email,Compter, etc into a row attachment
Using claude with Smartsheets has been great. However, for all attachment/PDFs etc from Emails etc I need to manually add them onto the Smartsheet rows. This feels like something that Smartsheet should integrate for Claude to be able to do.
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Timeline View in Reports - Display Fields Functionality
My organization is looking to create a Timeline view looking across multiple projects via a Report, but Timeline view currently lacks customization of Fields Shown. Creating a workaround of utilizing DataMesh to pull in multiple Project Plans into a combined sheet is tedious when I feel Timeline View should support…
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Merged: Visible fields on Report Timeline View
This discussion has been merged.
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Dashboard Charts: Next Layer of Enhancements to Close the Gap With Excel and Power BI
The new charting experience (Build manually, Build with AI, built in aggregation) is a big step forward. Charting straight from a source sheet without a metrics sheet removes a lot of helper work. This post is about the next layer: the analysis and formatting features that would let teams stop exporting to Excel or Power…
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Native Secondary Axis & Mixed Charting
Problem: Current Limitations Scale Conflicts: Currently, users cannot easily plot two data series with vastly different scales (e.g., "Budget" in millions vs. "% Complete" in decimals) on the same chart; the smaller metric becomes invisible. Complex Workarounds: Users are forced to create "Helper Columns" (to manually…
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Enhanced Charts: Stacked Bar Charts, Percentage Breakdowns & Y-Axis Controls
We currently have a large amount of data stored in Smartsheet and use Power BI to visualise and report on it. We would really like to move more of our reporting directly into Smartsheet, particularly as we see the platform continuously improving and adding new capabilities. One of our key reporting requirements is to track…
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Metric Widget data source from a report
A report is not available to be a data source for a Metric Widget. I have a report that shows the one figure I want to be displayed on a dashboard. I cannot convert the report to a sheet and cannot seem to get the report number on my report to the Metric Widget… Can this functionality be added to use a report for a data…