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哪些报告对你最有用?

我想听听你对哪些报告最有用的看法。

我们已经使用Smartsheet大约一个月了,有12个项目是在下午3点运行的。项目计划功能运行良好。我们的报道才刚刚开始。

以下是我计划的初步报告:

-每个资源的单独“展望”任务列表

-任务过期报告

-项目汇总报告(所有项目的汇总状态信息)

我也希望在资源管理上做一些事情,但没有基于努力(%分配)的信息,它可能不那么有用。

还有其他建议的报告吗?

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评论

  • 蒂姆·米克斯
    蒂姆·米克斯 ✭✭✭✭✭✭
    编辑09/25/15

    特里,

    我们使用报告向我们的CIO提供一个合并的项目总结报告,该报告每周从4个经理的项目表中提取。每个IT经理都有许多他/她正在管理的项目。项目条目可能只有一行,或者如果是大型项目,在主项目行下可能有4-8个子任务。(我们在另一个SS中管理一个大型项目,该项目通过链接回经理报告的单元格进行更新。)

    然后,每个经理在他/她希望拉入CIO报告的每个项目上选中一个复选框。报告每周运行一次,并且只选择选中的项目,并提供每个项目的字段摘要。

    希望这对你有所帮助。

    蒂姆

  • 如何创建过期任务报告?smartsheet是否能够在某个里程碑即将过期时提醒你?

  • 在我的表格里有一栏叫做“状态”。在该专栏中,我使用RYGG(红黄绿灰)球来反映状态。红色状态是任务结束日期>今天,任务尚未完成。看到//www.santa-greenland.com/blog/support-tip-automate-RYG-balls关于如何做到这一点。

    在“过期任务报告”中,我简单地过滤掉状态为红色的所有任务。

  • 杰西卡,这取决于你怎么标记任务过期了!报告为您提供了许多选项,因此这取决于您的流程。例如,如果任务过期是因为“截止日期”是过去的,而“完成百分比”不是100%,则可以构建一个报告,显示符合该标准的所有任务。

这次讨论已经结束了。
@CamSME<\/a> you'll use join and collect with children or decedents as the range. This video might help.<\/p>
\n \n https:\/\/youtu.be\/Dzo0UYjxMmI\n <\/a>\n<\/div>


<\/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":106279,"type":"question","name":"How do I create and If Formula pulling from another sheet to designate indicators?","excerpt":"Good Morning All, I am working on a Overall Health for a Project that looks like this: I need to update the lights by using an if statement looking at three different columns of another sheet that are not next to one another on the sheet, example of that sheet below In the first sheet for each Column I need to look at the…","categoryID":322,"dateInserted":"2023-06-09T16:40:18+00:00","dateUpdated":"2023-06-09T16:47:15+00:00","dateLastComment":"2023-06-11T19:20:33+00:00","insertUserID":162256,"insertUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T21:34:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-11T19:35:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":55,"score":null,"hot":3372844251,"url":"https:\/\/community.smartsheet.com\/discussion\/106279\/how-do-i-create-and-if-formula-pulling-from-another-sheet-to-designate-indicators","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106279\/how-do-i-create-and-if-formula-pulling-from-another-sheet-to-designate-indicators","format":"Rich","lastPost":{"discussionID":106279,"commentID":380011,"name":"Re: How do I create and If Formula pulling from another sheet to designate indicators?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380011#Comment_380011","dateInserted":"2023-06-11T19:20:33+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-11T19:35:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/XSK1SHR157VN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-11T16:45:30+00:00","dateAnswered":"2023-06-11T12:13:51+00:00","acceptedAnswers":[{"commentID":380000,"body":"

If it isn't weekly, then you would use a COUNTIFS in nested IFs.<\/p>

=IF(COUNTIFS({Criteria}, @cell = \"Infrastructure\", {Due Date}, @cell<= TODAY())> 0, \"Red\", IF(.....<\/p>


<\/p>

You would continue that out and adjust the number of days in the TODAY() function to determine your RYG.<\/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":106217,"type":"question","name":"Dynamic View- using multiple contact columns to restrict access","excerpt":"I have a dynamic view that used to give access based on two columns (if you were in the Contact or Back Up Contact - you could see that row). On Tuesday this functionality was no longer working (the page would not load for anyone) and I went in to fix it and had to select the restriction just on one contact column- I…","categoryID":321,"dateInserted":"2023-06-08T17:25:00+00:00","dateUpdated":null,"dateLastComment":"2023-06-11T20:19:14+00:00","insertUserID":135050,"insertUser":{"userID":135050,"name":"Kernesa Samana","url":"https:\/\/community.smartsheet.com\/profile\/Kernesa%20Samana","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!HhtBX2V_lvQ!ujlE5-cskro!7uS1l0rsYem","dateLastActive":"2023-06-08T18:29:55+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":148510,"lastUser":{"userID":148510,"name":"CWS_Bob","url":"https:\/\/community.smartsheet.com\/profile\/CWS_Bob","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T20:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":55,"score":null,"hot":3372762854,"url":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","format":"Rich","lastPost":{"discussionID":106217,"commentID":380013,"name":"Re: Dynamic View- using multiple contact columns to restrict access","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380013#Comment_380013","dateInserted":"2023-06-11T20:19:14+00:00","insertUserID":148510,"insertUser":{"userID":148510,"name":"CWS_Bob","url":"https:\/\/community.smartsheet.com\/profile\/CWS_Bob","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T20:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-08T18:33:36+00:00","dateAnswered":"2023-06-08T18:04:40+00:00","acceptedAnswers":[{"commentID":379680,"body":"

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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