Control Center Global Updates: Reports

Use Global Updates when you’ve made any of the following changes to a report template:

• Deleted or added new columns
• Changed column order or width
• Changed the show or hide setting on a column
• Changed report criteria
• Changed the sort order on a column
• Added or removed sheets from a report

To update the report template:

1. Add the new template report to the blueprint source folder in Smartsheet.

You can:

• Add/Remove columns
• Hide/Show columns
• Reorder columns
• Change criteria
• Change sort order
• Update the sheets that are included in the report

2. Edit the Source Template Settings page in the blueprint to ensure that Control Center recognizes the new report.
3. Open the program where you want to include the update.
4. Select Manage Program > Global Updates > New Update > Update Reports.
5. Select the new template report in the Basic Information screen.
6. On the Test Global Update screen, select Choose Report in the Report Name column.
7. In the Select a report to update side panel, select the radio button for Add new report.

You can also use Global Updates to update a report when you’ve changed the column name or type or when you’ve added a new column to a sheet within that report.

How to use Global Updates: Reports

Global Updates rebuilds your entire report every time you run an update. You can’t reverse changes, so run the update on one project and check the results before you run it on all your projects.

Create a Global Update in Control Center

1. In Control Center, select the program you want to work with.
2. At the top of the screen, select Manage Program > Global Updates.
3. Select New Update and then select Update Reports. 

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4. Follow the instructions in the Update Reports wizard.
    

   Name the update after the action it does, for example, Resize Budget Column. Leave the Update report sources toggled off unless you changed the sheets included in the report.

5.  Select Create & Run to test your changes, or select Close to save the Global Update without running it.

Apply the Global Update

When you run the update, Control Center looks at each project to find the report that matches your report template by either ID or name. It also shows you projects that don’t have a matching report because they don’t match or because they don’t include the report. Add the newly edited report to those projects.

1. Review the selected reports.
   
   
   
   Projects selected for the updates appear as follows:
   • Reports matched to current template ID: These projects contain reports created from the report template in the blueprint source folder.
   • Reports matched to current template name: These projects contain reports that have the same name as the report template in the blueprint source folder. 
   • No matching reports found: No matching reports were found. Select the Choose Report link to manually select a report to update or add the report to the project. 
      

2. Review the source mapping status on each report.
   
   If you turned on the Update report sources toggle, the source mapping status displays how many sheets included in the scope of the report template can be matched to sheets in the project. The scope is configured in the report builder.
    

   • Grey: The sheets included in the report don't change.
   • Green: All the sheets in scope were matched successfully.
   • Yellow: At least one sheet in the scope item was matched.  
   • Red: None of the sheets in scope items were matched.  

   
   
   
   Optional: Select the status marker to see the source mapping details for each report. On items that aren’t a complete match, select Remap sheets to map the report to the correct sheets.  

3. Select Apply to update all the project reports.

Global Updates for reports doesn't currently update widgets with the sheet summary.