Display a report in your dashboard with a report widget.
Users shared to the dashboard don't always need access to the underlying sheets to see the content of the report. You have control over what viewers can see from the report.
To add a report widget
- На правой панели выберите Добавить виджеты
You must be an Owner or Admin on the source report to use the report in a widget.
Customize your report widget
In the Report Widget pane, you can edit the following attributes:
- Отчёт и форматирование
- Название
- Поведение виджета
- Режим просмотра
Modify your report and its format
Действие | Инструкции |
|---|---|
Change your source report |
|
Максимальное количество строк для отображения | In the Maximum number of rows to display box, enter a number |
Show or hide the Gantt View in your report | Select the Hide Gantt toggle |
| Show or hide the summary data in your report | Select the Collapsed Group Report toggle |
Изменить виджет заголовка
By default, Smartsheet shows the title of the source report. If you want to edit the title of your report widget, follow these steps:
- In the Report Widget pane, expand the Title section.
In the box below the Show title toggle, modify the title of your report widget.
You can edit the default title directly in the report widget. To do this, double-click the Report Widget and select the title section to change the title.
Optional: In the Title Styling section, edit the text format of your title.
After you double-click the report widget and select its title section, a toolbar appears. Use that toolbar to edit the text format directly in the report widget.
Как задать поведение мини-приложения
В разделе Поведение мини-приложения выберите, что должно происходить, когда пользователь нажимает на мини-приложение "Название".
- Не выполнять действий: название отчёта остаётся прежним.
- Open the data source - Leads the user to the source report
- Open another site… - Leads the user to a site relevant to the report
- Open a Smartsheet item - Leads the user to a Smartsheet item relevant to the report
Control what the user sees in the report widget
In the Viewer Mode section, select either of these options:
- Последний редактор виджета
- Вид зависит от пользователя
After modifying your report widget, select Save.
Learn more about controlling widget content when the source is a report.
Display attachment and comment columns in report widgets
You can display attachment and comment columns in a report widget on a dashboard. However, keep in mind that reports don’t store attachments directly, as those are attached to specific rows or comments on the source sheet.
To access attachments from a report, select the Attachments icon next to the row number to preview or download row attachments.
Things to know when using the report widget
- A maximum of 150 rows can appear from the report. If you need to display more than that on a dashboard, you can create multiple reports and report widgets.
- The report widget won’t show any data if you publish your dashboard with the Their own perspective viewer mode on. К этому виджету применён расширенный параметр, и его нельзя отобразить на опубликованной панели мониторинга.
- The Attachments and Comments columns from the report don't appear in the widget.
- You can only display Grid and Gantt Views in the widget.
Removing the user who created a report or chart widget
You can revoke access from a collaborator who created a report or chart widget from the dashboard or the source data. You can remove their access to the report, chart widget, or the underlying source data, and the widget stops displaying the report data. Instead, it shows an error message.
You must be an Admin on the dashboard and a Viewer on the sheet or report.
To remove a collaborator's sharing permissions but still keep the data on the dashboard, make one of the following adjustments:
- Создание панели мониторинга
- Edit the widget, and reselect the desired sheet or report.