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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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Linking Parent and Subtasks from a sheet into a report
Hi! I am creating a report of tasks that are in various stages, and some of the tasks have a parent/child relationship. I already tried the 'Helper column' to identify parent tasks. Is there a formula to use to identify child tasks? Also - Is there a formula I could use where instead of just listing the Parent Task Name in…
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Is it possible to get automated alerts upon change to a report
I have a report which is being populated from 150 separate sheets being used to track project approval stages for 150 projects. I would like to be alerted anytime that a project stage approval is completed. Is there a way to get an alert when a report changes (as opposed to manually checking the report every day? Or…
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Make a link reference in a sheet to data in a report?
Hello, I want to link data from a report (a grouped sum amount) into a sheet with a reference link and/or add it to a formula. How can I pull data from reports to use in sheet formulas and/or rows/columns? Thank you, Angela
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Why is my Excel exported from a report empty?
Hello, I am trying to solve an issue I am having with exporting data from a report to an Excel sheet. We have a financial report that is exported to Excel on a weekly basis. This week when our employee went to create an Excel export of this report, the excel had no data and only showed header names. I tried exporting this…
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**NOW AVAILABLE!** Change column names without disrupting reports
Hi Community, In a coming enhancement, reports will be more resilient to changes, automatically connecting renamed sheet columns so you don’t have to lift a finger. We will update this post when it’s live! An icon on your report column will alert you if columns have been connected, so you can drill in to see what’s…
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Provide users with the ability to Print a Grouped Report
Per the 1.5 years of queries being made, I believe there is suitable interest from the Community that Smartsheet provides the basic functionality of being able to print a Grouped Report. The system currently reverts the Report to a basic Sheet when Print is selected. This is not suitable or acceptable. We've stopped…
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Attempting PUT method on Reports "sourceSheets" field... Does anyone know what the API is expecting?
Hello! I am attempting to use the PUT method on a Report to update the source sheets, but cannot figure out how it wants the source sheets to be formatted.. Like what information do I need to put for each sheet in my array of sourceSheets? I am using Powershell. Here is my code so far: $token = <API TOKEN> $reportID = <ID…
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Gant Chart - How can we track the planned versus actual LAG days?
Hello Everyone, I appreciate any help on this topic. I am starting a study of our construction efficiency looking at our last 30 projects. One of the data points we are digging into is our "planned" LAG days between certain trade partners. (LAG days are inside of our defined working days, and do not include non-working…
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Sharing reports with data without even view access to the source sheet
Today in order to share data in Reports we would need to provide view/edit access to the underneath sheet / source sheet. That's not exactly what many of users expect from Reports. This is a pretty typical task to have a data frame (source sheet) and using Reports provide access to certain portions of data to different…