Reporting — found from sitemap — Smartsheet

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Facts read from this source

• Portfolio reports purpose Report an error

  “Create portfolio reports to aggregate project data across your portfolios or Control Center programs.”

• Report data types Report an error

  “When creating a report, you can use either of the available report data types: Sheets. Creates a report based on sheets, folders, and workspaces. Portfolios. Creates a report using templates from your portfolios or Control Center program blueprints.”

• Portfolio reports plans Report an error

  “Plans: BusinessEnterpriseAdvanced Work Management”

• Portfolio reports permissions Report an error

  “Permissions: Program LeadAdditional Lead”

• Portfolio report creation roles Report an error

  “You must be a Portfolio Admin or Program Lead to access the option to create a portfolio report. You also need access to all relevant portfolios or programs, blueprints, and templates.”

• Project status filter Report an error

  “Under Project status, choose to include active projects, archived projects, or both.”

• Cross portfolio reports Report an error

  “You can include templates from different portfolios, blueprints, and programs to create cross-portfolio or cross-program reports.”

• Report reflects current state Report an error

  “Each time you run the report, it reflects the current state of your portfolios and programs. The report only returns project sheet instances that match the filters you defined.”

• Report column source Report an error

  “The report's Columns to display, Filter, Group, Summarize, and Sort controls use column information from the templates, not the underlying project sheets.”

• Report sharing requirement Report an error

  “You need to share the report and the underlying sheets with anyone who needs access to the report.”

• Report copy Report an error

  “To copy the report, select File > Save as new.... This creates an exact copy of the report, which you can then edit to change the templates in scope or other settings.”

• Deleted template scope update Report an error

  “When you delete or remove a template from a blueprint or a project template from a portfolio, you can't select it anymore, and the report updates to remove the associated projects.”

• Deleted portfolio scope update Report an error

  “When you delete a portfolio or program, the associated projects are removed from the scope, and you can't select them anymore.”

• Government availability Report an error

  “Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

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• The Integrator Collaboration depth
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• The Skeptic Collaboration depth
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• The UX Purist Collaboration depth
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