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Automatic Emails from Reports
I have team member specific, multi project sheet, prefiltered Reports built out and I want to have these reports automatically emailed to the team member and myself every Monday morning before I'm in the office. The reports run off of the "Last 7 days" filtered for tasks accomplished. So having them automated to run and…
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Is there a way to upload an excel file to replace a current sheet?
I have a 6 column, 10,000+ row sheet that feeds into other sheets of data through vlookup formulas, that I update on a weekly basis with new information from an outside source. the columns stay the same but the row #'s vary. is there a way I can upload the new excel version of the data to automatically upload the existing…
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Smartsheet Enterprise WorkApps Expert Needed (Architecture & Setup Assistance)
I’m building an enterprise employee onboarding platform in Smartsheet Enterprise for my employer. I already have most of the business requirements, workflows, and sheet structure completed. What I need is someone with real experience using Smartsheet Enterprise and WorkApps to help me properly architect the solution. What…
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Issues with current user filters
I am facing an issue with Current User-based report/dashboard visibility and would appreciate any guidance. I have a source sheet that is not shared with end users. Users view limited data only through a report/dashboard. My goal is to show each user only the rows relevant to them using Current User filters. there are…
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Suppressing column header from report in Dashboard
Hello Smarties! It's been awhile, hope you are all doing well. Is there a way to suppress, or another idea, a report heading in my dashboard, I want just the Title from the widget since you can't color or change size of report column header?
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DocuSign Responses Not Showing In Smartsheet
Over a month ago my Smartsheet stopped receiving responses back from DocuSign. I have talked to Smartsheet support a few times with them just saying it is a mapping problem but all of our sheets and templates do not work. The information that they do give does not make any sense and they do not expand or give details on…
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Merged: Sheet Summary Reports- Grouping Header Limitation
This discussion has been merged.
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Filtering Graphs in Dashboards
I've created a dashboard with multiple graphs using data from the same report. I have added the report to the dashboard as well and set up the filter for use in the dashboard. Is this filter transferable to the graphs as well, given i can filter the report in the dashboard?
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personal Time Entry Report
Allow Users to run a personal Time Entry Report in Resource Management showing only their own time entries without requiring elevated Resource Management reporting permissions. Business justification: Users need to analyze and export their own historical time entries. Current reporting permissions provide access to broader…
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Portfolios - Adding new sheet to live environment to roll-up to Portfolio reporting
As my team was working in the portfolio environment, we discovered that we needed to add a new sheet to all projects that would roll-up to the Portfolio dashboard. I have successfully added sheets before, but this time it is not working. Steps of build: Created a cloned environment for build and testing. Once build was…