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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Edit recipients in scheduled email reports
I have many reports that get emailed out on a defined schedule and often the recipients need edited. Unfortunately editing recipients is not an option (only editing the recurrence schedule), so I have to recreate the entire schedule to remove or add any recipients. It is very tedious and time consuming when you have…
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Report Type Indicator
It would be great if there was a clear, obvious indicator somewhere on an existing report of whether it's a Row Report or a Sheet Summary Report. Currently, the only time that distinction is expressly stated is when you create the report and have to pick one. For advanced users, it's generally clear what kind of report it…
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Merged: Sharing per folder
This discussion has been merged.
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Limiting fields in Card view
I have reports that I generate for specific higher-level administrators which cuts down on the quantity of data viewable in a worksheet, to showcase only information that's relevant to them. The grid view of these reports works well, but some administrators appreciate the visual aspect of the card view. PROBLEM: When…
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User Management - Custom Job Categories
Allow entry of custom job categories. Add new fields to capture a user's business unit and department. These fields should also be included in all user reports. This functionality would be helpful for businesses that cross charge business units and depts for licenses and usage.
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Bridging the Gap Between Smartsheet and ServiceNow SPM
The challenge is that when these systems are not connected, teams often spend time manually updating both platforms. That can lead to inconsistent statuses, limited visibility, duplicate effort, and different teams working from different versions of the truth. At Work4Flow, we are exploring this challenge through a…
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Send As Attachment Feature Update
Currently, in reports, the “Send as Attachment” feature only allows recipients to be entered manually via the email fields. This becomes time-consuming, especially when we need to follow up with multiple team members listed within the report. While I understand that automation can address some of these scenarios, it would…
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Remove Total Row in Report for Qualitative Metrics
I am using the summary function within a report, and I am using the "First" option of summarizing to bring the latest date to the summary field. There is no need for the "Total" column at the top of the report when summarizing a quantitative metric like picking the latest date in the column.