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Setting up Report with Relational Challenge
I have two sheets: * Marketing Program Portfolio (MPP) in which each row is a different program code. * Marketing Campaign Management (MCM) in which each row is a different campaign code. A campaign can include one program or multiple programs. Each campaign has a status (e.g., Not Started, In Process, On Hold, At Risk,…
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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: * I have multiple teams, each maintaining their own individual project sheet. * Each sheet contains a list of projects specific to that team. The Goal: * Cross-team Dependencies: I want to add a…
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Notifications needed for Report
I've created a report for my boss to easily view everything waiting for review. Is it possible to create either: - email notifications each time something is added to the report (a notification at the sheet level is not what I need) - send recurring email with summary of report that includes a clickable hyperlink to the…
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I never received my ISA
I would like to know how can I receive my ISA, I never received it
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Sheet Summary - Column Totals - How to Combine in a Report
I have #'s that pull from each project into each sheet's - sheet summary. Those then get pulled into a sheet summary report. They are currently grouped by what channel they are in. Each column gives a total sum. I was asked to see if we can combine the total sum into one number, so it shows how many total SKU's are being…
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Report Inquiry
Does anyone know how I would organize a report sheet by date instead of by project number ? I wanted it to be in date order instead, oldest - newest. Any help is greatly appreciated
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Editors can group & filter reports without owner or admin access
It drives me bonkers that users who are editors on a report and the source sheet for that report cannot group or filter the report. In my use case, each user has a report that contains data that only applies to them, taken from a master data source sheet. I want each user to be able to filter or group their data as needed.…
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Barcode/QR Code Scanning to Autofill Form Data
I have a hairbrained idea that I would like to scan a barcode/QR code and have that both link to a Form, as well as autofill data from the URL/link contained in the barcode. The URL/link would have information like part number, job number, etc.. that way when the barcode is scanned it would autofill that data in the form,…
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A Way to Search for Reports by their Source Sheets
There should be some way to easily find all of the reports that reference a sheet, either by keeping a list on the source sheet of all reports that reference it or by adding the ability to search by report source sheets. The use case is, I think, obvious. If you're making big changes to a central document [like a roll-up…
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Issue while enabling Group Admin or any of the roles
We are facing some issue while enabling Group Admin or any of the roles. The check box is unresponsive. Highlighted buttons are not responding , Issue with all the user and any of sys admins cannot perform the task.
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URGENT - CAN'T CREATE NEW ROWS/CARDS
Hi, We wanted to report an issue we have been experiencing today with our files in Smartsheet. When trying to create new rows/cards through forms, the data did not seem to be saving — the files would load while filling out the form, but after submitting it was as if nothing had been done. After running further tests, we…
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Get Existing Report Definition via API
I have plenty of use cases where being able to get a report's existing definition would be really useful. We can update it via API, but we currently can't retrieve it.
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How do the hours work in the “Report time for something else” feature?
I've been trying to use the “Report time for something else” feature in Resource Management, under the Time & Expenses tab. However, even when I assign hours to a project and those hours are approved by the approver, no task appears in the Schedule tab. How do these hours work? Do they only affect reports? Where can I view…
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Timeline & Portfolio Visibility for Multi-Project Reporting
Hi Everyone, I’m exploring whether Smartsheet can support a portfolio-level timeline view for our leadership team. I’m aware of the Timeline feature, but I’m looking for something more flexible and consolidated. Ideally, project managers would be able to select specific milestones or key tasks to surface on a shared…
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When updating any setting for recurring email or update requests prevent "This date and time must be in the future error" for start date
It would be nice to not have Smartsheet do a full validation check on all fields for existing scheduled recurring emails or update requests. It is nice to have the historical value of the original start date for the recurring task, and an annoyance to have to change the start date to next day when just updating the end…
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Could you please confirm whether column headers can be aligned in reports?
Could you please confirm whether column headers can be aligned in reports?
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Merged: Sharing per folder
This discussion has been merged.
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Identifying Sheet/Report Dependencies Across a Workspace
Hello, Is there a way to identify the dependencies of a sheet or report across a workspace? Specifically, I’d like to see which reports rely on a given sheet and whether those reports feed into dashboards. I’m not referring to usage metrics such as views, but rather how assets are interconnected. Thank you!
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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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Need to find the whether the task done on time or not with DATE + TIME Functions
3 Teams handle this Deadline, 1 day each. Total Deadline 3 Days. Each day 24 hrs deadline. Ex: Received Date/Time 06/08/26 7 PM to Due Date/ Time 06/11/26 7 PM. ( 7 PM is not fixed irrespective of time, but we need 3 working days as deadline not 7 days - Mon to Fri) 1 Scenario: Team 1 If Received Date/Time has text value…