Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.
Filters on Reports
I am looking for a way to filter on reports the same way you can filter on a sheet. It seems that on reports you can only sort whereas sheets allow you to filter. If this functionality is not available, I would like to request it be added to the future enhancements list.
Thanks,
年代teve
Comments
-
年代haine Greenwood EmployeeHello Steve,
There currently isn't a way to apply a filter to a report but I've added your vote for this to our enhancement request list for further consideration by our Product team.
To further refine your results, you'll want to change the Report Builder criteria, or save a copy of your report and modify the criteria of the copy. You can make a copy of a report by right-clicking on the name of the report (either from the tabs at the top or from within your Home tab) and selecting Save as New.
-
Tamara K ✭Please add my vote for this feature! My end users would love to be able to filter the data in their own reports without me needing to go in and make a brand new report for them.
-
年代haine Greenwood Employee
Hi Tamara,
We have a new process for sharing your ideas on potential improvements for Smartsheet. Check out the announcement detailing this process here:https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests#comment-20305
-
Tamara K ✭
Awesome! Thanks, Shaine.
-
My vote too
-
Tibi ✭
-
jfranche ✭My vote too +1
-
My vote too please.
This will make life easier for managers and owners. Being able to filter from one report will be a good plus.
-
My vote as well
-
Yes please, that would be useful
-
埃里森·琼斯 ✭✭✭✭I vote for this too!
-
Please add my vote to this as well. It makes no sense to not to be able to have this feature in reports of all things.
Thank you,
米歇尔
-
Add my vote! The ability to use filters on reports would be so helpful to stakeholders. In our organization, internal stakeholders service multiple campaigns, so the ability to see all the data or isolate for specific campaigns would be SO much more user friendly. It would also reduce admin time because instead of creating and saving 10 reports (1 for each of our 9 campaign plus a report that shows all campaigns) as well as the time it takes to link them all up on the dashboard.
-
Kelli.Cook ✭✭✭✭
I heard talk about this feature request at Engage last year and am curious about timing for roll-out. Is there any news?
-
Vote this too and we hope to see the implementation soon.
Categories
I figured it out! Updated formula to get the 2 decimal places as well.<\/p>
=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//www.santa-greenland.com/community/discussion/comment/77856/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":47,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"
You were, indeed, very close.<\/p>
=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"
