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How are users added to the User Management page of the Admin Center vs the user reports?
I have opened MULTIPLE Smartsheet support tickets (which have since been closed) and discussions with our account reps without success so I am hoping someone in the community can help me. Since November 2024, I have been trying understand the logic around how a user is added and removed on 3 user reports User Roles and…
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Best method for linking 2 sets of data together that use forms to collate the information?
I'm working on a project to help devise a solution to track all of our organisation's skills & talent initiatives, plus that will provide us with some useful metrics. The plan is have 2 forms - part 1 that collates all of the schemes' information and then a part 2 that collates information on outputs, but which is sent…
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Dynamic Reporting to Report Scope within Reports is a Gamechanger!
I have several Dynamic Reports that I use regularly, especially for Portfolio Dashboards. Even though it was inconvenient to replace them with new reports using the Report scope: Programs, I am thrilled with the new possibilities with this feature. I have been using it to check specific rows in sheets in all of my existing…
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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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Duplicate reports and dashboards from the left navigation bar now available generally!
July 9th, 2025 You can now duplicate any reports and dashboards directly from the left navigation bar within a workspace. To do this, open the three-dot menu next to what you want to duplicate and select Duplicate. Like our recent updates to sheets, you'll have the option to rename new items and choose a destination…
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Resource Management: Collect Task "Start/End Dates" and Task "Status" Type
I don't see a way to add tags to collect a row/tasks Start Date or End Date, so it can be reported against in the Resource Management Report. Also, my team would like to be able to set a custom date range for the report but have it remain. Such as "Last 7 Days / Next 7 Days" and keep it in place as an option to select.…
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Have Board view work in Reports
Board view is amazing - I love being able to control what columns my users see. Please allow this to work in Reports!
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Selecting the "From" when sharing a report as an attachment in email
My guess is no, but is there a way to select who is the sender of a report sent as a PDF attachment in an email comes from? Similar to how you can do this when setting up an automation - it can come from "Smartsheet Automation" or the owner of the sheet or the org. Seems like whoever sets-up the send as attachment report…
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Problem with Group By Sheet Name - shows old sheet name
Hello Community members, I want to present team members from several sheets in a single portfolio level dashboard, to show who is a member of what project. The data exists in similarly formatted sheets, one per project, across several projects. I have a report in which I am grouping by their sheet names. I decided to…
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2 sheet - 1 report
I created a report taking data from 2 sheets. The formats and drop-down menus are correctly captured from sheet 1 but not from sheet 2. I also noticed that the column "sheet name" was created only for sheet 1 but not for sheet 2. I created the initial report with sheet 1 and only after added the sheet 2 to the same report.…