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Rolling Dates in a report
Hello. I have a project sheet to track individual projects. Each project is a separate row in the sheet, with a Start date, a Duration and a calculated Finish date. New projects (new rows) are added to the sheet via a form that that can be used by anyone from our web page. When the for form is submitted with a new project,…
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Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
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Can't get report column to work
I have a report that views the info from three sheets. All three sheets contain a "Estimated Completion Date" column, but for some unknown reason, I can't include that column in the "What?" section of Report Builder. I would like to configure the report such that it only shows records where the "Estimated Completion Date"…
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IT Help Desk Reporting
Has anyone created an IT Help Desk in Smartsheet? If so, what kind of reporting are you doing against your data?
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Automatic Daily Task Report
Hello, I wish to have a Automatic Daily Report on Smartsheet but I didn't find a way to do that yet. I manage some resources and they are allocated in many projects at the same time. Many tasks have duration bigger than one day, so basically I need a report to serve as a reminder to them. The logic behind need to be…
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Combining Spreadsheets: linking vs reports
Hello, I have a multiple spreadsheets that I would like to update to a master spreadsheet. Each "child" spreadsheet have the same named column(s) but only certain cells from the column need to roll up to the parent spreadsheet (these are identified by a check mark). The report function works extremely well for this;…
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Cell to test if an ETA has passed without an order delivery
Hello, I'm trying to generate a report that shows any orders that have passed their ETA without delivery. In the sheet, I have figured out how to highlight the row with conditional formatting, but I'd like to extract the order essentials into a report that I can surface to three different managers via a portal/dashboard.…
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Bug: Reports still have problems
Smartsheet status (https://status.smartsheet.com/) shows the Reporting Service Delay issue as "Monitoring - The Reporting service is no longer experiencing delays. We are continuing to monitor this service." Sorry to say, I still see issues. This has been going on for a while: "Report Delays" - 2018-03-14 and 2018-07-12…
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Report - Return the Column of the cells with a certain value
Hi All, I have a sheet that I am using to track the results of site inspections. Each row is a facility's inspection, each column heading is a question on the assessment (ex. have fire extinguishers been inspected?) and each cell has an option of "yes", "no", or "Found not Fixed". I want to report on this "Found not Fixed"…
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Report Not Updating
What’s the deal with reports not updating. It’s been 2 days now. This is a constant issue. Is anyone else having this problem, again?