Learning Track
This Help Article appears in the Control Center learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Control Center learning track. Get the most out of this learning track by starting at the beginning.
The Global Updates: Reports capability in Smartsheet Control Center allows you to make changes to your report templates and roll those changes out across all existing projects.
Use Global Updates when you’ve made the following changes to a report template:
You can also use Global Updates to update a report when you’ve changed column name or type, or added a new column to a sheet that’s used in that report.
Warning: Global Updates rebuilds your entire report every time you run an update. Changes are not reversible, so run the update on one project and check the results before you run it on all your projects.
In Smartsheet, go to the Blueprint Source Folder and make your changes directly to the report template.
You can:
TIPS:
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—either because a match could not be found or because the report was not included when it was originally created. You can add the newly edited report to those projects when you run the update.
When you need to make changes, make changes directly to the report template. This is the most reliable method for making sure the report will match your projects, even if you change the name of the report. The reports in the project are direct children of the report template in the Blueprint Source Folder. Control Center easily identifies them as such and makes the changes.
For more information about templates and the Blueprint Source Folder, see Smartsheet Control Center: Blueprint Source Folder Overview.
Yes. Global updates overwrites those changes so the project report matches the report template.
Yes.
No. Global Updates only recognizes reports and sheets created through Control Center.
The project will appear in the “No matching reports found” section. Select the project in Global Updates, click Choose Report, and then select Add new report. Run the update to create the report.
Yes. Unlike earlier Global Updates, you will see all projects created from the Blueprint.
Yes. You can run the update as many times as you want.
No. You can adjust the template report in the Blueprint Source Folder and run the Global Update again.