How does everyone feel about the new report builder?

Wondering what people's thoughts are regarding new report builder, ease of use, etc.

Dan Palenchar |School of Sheets Solutions Consulting| Smartsheet Aligned Gold Partner

If this helped, help me & the SSC by accepting and reacting w/ insightful, ⬆️ Vote Up, and/or ❤️Awesome!

PS - If you have a follow up response tag me@SoS | Dan Palencharso I get notified of your reply!

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  • Susan Peck
    Susan Peck ✭✭✭✭✭✭

    You might want to see this thread (not terribly positive):


    A previous report logic is not working in new report builder. I have, so far, been able to duplicate the logic of the old report filtering using the new report builder<\/p>","bodyRaw":"[{\"insert\":\"A previous report logic is not working in new report builder. I have, so far, been able to duplicate the logic of the old report filtering using the new report builder\\n\"}]","format":"rich","dateInserted":"2020-12-08T20:54:46+00:00","insertUser":{"userID":115011,"name":"Dale Heincelman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Dale%20Heincelman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-18T18:46:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/73812\/why-did-new-report-builder-not-translate-logic-from-old-report-builder","embedType":"quote","name":"Why did new report builder not translate logic from old report builder?"}"> https://community.smartsheet.com/discussion/73812/why-did-new-report-builder-not-translate-logic-from-old-report-builder


  • Melitta King
    Melitta King ✭✭✭✭

    1) The new report builder is not recognizing all of the logic from the old report builder. This is now causing problems in our dashboards. I find that to correct it, I have to go into each report and complete the filter criteria.

    PleaseCompleteFilterCriteria.png

    We have more than 40 dashboards and many reports. This is a major undertaking. Is there a way to get the system to recognize the logic?


    2) In the former report structure, you could run it and it would tell you the total number of items. Now, I find I need to scroll down to see the total. Would rather the new report builder would go back to telling me rather than having to go and find the total.

  • The change to the new Report Builder has significantly damaged the usability of our established reports. Many filters were not retain in the transfer to the new Report Builder. Therefore the reports are no longer displaying correctly.

  • It looks like the new report builder doesn't let you filter by Current User. Am I missing something?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Niyati Kumar

    Fortunately, it does.

    If you select the Has options, you'll see the Current User in the list of selections.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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Hi @GWOOD02<\/a>,<\/p>

Try setting the criteria to 0.5 instead of 50 as you have the column set to % - right now the formula may be looking for greater than 5000% which obviously won't be found if you're using 0-100%.<\/p>

Let us know if this works or if another solution is required.<\/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":[{"tagID":219,"urlcode":"sheets","name":"Sheets"},{"tagID":254,"urlcode":"formulas","name":"Formulas"},{"tagID":265,"urlcode":"reports","name":"Reports"},{"tagID":335,"urlcode":"sheet-summary","name":"Sheet Summary"},{"tagID":472,"urlcode":"cell-linking","name":"Cell linking"}]},{"discussionID":111988,"type":"question","name":"IF AND Formula Question","excerpt":"I wanted get the below formula running... but get an an #UNPARSEABLE error. =IF AND(Number@row, {Wave B (EMEA) - L4 Mapping}, CONTAINS({Wave B (EMEA) - Country x2}, \"BE\"), \"True\", \"False\") Any help would be much appreciated.","snippet":"I wanted get the below formula running... but get an an #UNPARSEABLE error. =IF AND(Number@row, {Wave B (EMEA) - L4 Mapping}, CONTAINS({Wave B (EMEA) - Country x2}, \"BE\"), \"True\",…","categoryID":322,"dateInserted":"2023-10-20T21:18:29+00:00","dateUpdated":null,"dateLastComment":"2023-10-21T08:53:03+00:00","insertUserID":164249,"insertUser":{"userID":164249,"name":"Ulrich Anderhub 1","url":"https:\/\/community.smartsheet.com\/profile\/Ulrich%20Anderhub%201","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-21T12:48:10+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164249,"lastUser":{"userID":164249,"name":"Ulrich Anderhub 1","url":"https:\/\/community.smartsheet.com\/profile\/Ulrich%20Anderhub%201","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-21T12:48:10+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":38,"score":null,"hot":3395716292,"url":"https:\/\/community.smartsheet.com\/discussion\/111988\/if-and-formula-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111988\/if-and-formula-question","format":"Rich","lastPost":{"discussionID":111988,"commentID":401071,"name":"Re: IF AND Formula Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401071#Comment_401071","dateInserted":"2023-10-21T08:53:03+00:00","insertUserID":164249,"insertUser":{"userID":164249,"name":"Ulrich Anderhub 1","url":"https:\/\/community.smartsheet.com\/profile\/Ulrich%20Anderhub%201","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-21T12:48:10+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":"2023-10-21T08:53:11+00:00","dateAnswered":"2023-10-20T21:36:57+00:00","acceptedAnswers":[{"commentID":401046,"body":"

@Ulrich Anderhub 1<\/a> That formula looks weird. What are you trying to do?<\/p>

I think you are trying to do =IF(AND(CONTAINS(Number@row, {Wave B (EMEA) - L4 Mapping}), CONTAINS(\"Be\", {Wave B (EMEA) - Country x2}), \"True\", \"False\")<\/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":111984,"type":"question","name":"Added TODAY() to a formula that works and get an error","excerpt":"Goal is to have a symbol represent how much newer the forecasted date is to TODAY. Any help would be much appreciated.","snippet":"Goal is to have a symbol represent how much newer the forecasted date is to TODAY. Any help would be much appreciated.","categoryID":322,"dateInserted":"2023-10-20T20:35:04+00:00","dateUpdated":null,"dateLastComment":"2023-10-20T22:41:11+00:00","insertUserID":162896,"insertUser":{"userID":162896,"name":"PR12x3","title":"Senior Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PR12x3","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-20T23:36:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-10-20T22:40:43+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3395677575,"url":"https:\/\/community.smartsheet.com\/discussion\/111984\/added-today-to-a-formula-that-works-and-get-an-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111984\/added-today-to-a-formula-that-works-and-get-an-error","format":"Rich","lastPost":{"discussionID":111984,"commentID":401050,"name":"Re: Added TODAY() to a formula that works and get an error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401050#Comment_401050","dateInserted":"2023-10-20T22:41:11+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-10-20T22:40:43+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/I1RSSUK7PSEV\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-20T22:38:59+00:00","dateAnswered":"2023-10-20T21:08:05+00:00","acceptedAnswers":[{"commentID":401042,"body":"

@PR12x3<\/a> <\/p>


<\/p>

Your Today call in your first syntax is incorrect. instead of AND(Today), it should be AND(TODAY()<\/p>

You also do not need @row after the Today() function. Today is pulling from your local date on your workstation<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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