US Admin Office Hours (Tuesday session) - 02/23/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • 22 February 2021
  • 7 replies

Userlevel 6

Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, February 23, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Tuesday, February 23, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET


Join Zoom Meeting:



Meeting ID: 939 7249 7920

Password: F7msaSQ3


For dial-in info by your location, find your local number:


7 replies

I need some help with reporting - 

can we summariz some columns on a tabular report like usage volume while not summarizing account name?


HOw can I add a trend line to a column graph - for example - column graph pf cases created week ovr week and and a trend ;line of resolution time


I’ll be able to join at 3:30

Userlevel 3
Badge +1

I’m baaaaack!


I need help with Data Designer - a dataset (Avg Activites per Account) you helped me build a few weeks back. Now I need to change the CSM field so it can be filtered for allusers on DB, but when I try to make the change I get stuck.



We just migrated to Survey 2.0 and would like to talk about some issues around NPS CTAs because of the change.

Userlevel 1

Hi Scott,

  • I am using the Rules engine to export data to an S3 bucket, but it seems to fail every run. Wondering if you can help out on it.
  • I have a user who is running into a dashboard issue. She has permission on it, but the error details does not tell me much
Userlevel 3
Badge +1

Hi Scott, long time! Is there a way to create a Gantt chart view of Success Plan Progress across accounts? I know of the Gantt view within the success plan itself but I’m specifically looking for across accounts. Thanks!

Userlevel 2

Report question.  I’ll show you on the call


Userlevel 6

Hello @ml2019 -- wanted to follow up re: Gantt Chart question and then the potential for a coming Smartsheet integration as well.

On the Gantt visualization, as I’d thought, it’s not on the roadmap currently.  We just haven’t seen enough use cases/requests for Gantt at anything but the Customer level or Success Plan level (where it currently is available).  Aggregated data across a cohort doesn’t usually fit with what a Gantt is made to show.  That said - the product owner for reporting is interested in your use case, since we haven’t seen many - if you want to put details in a reply here, or create a Product Request post for Gantt and give some details there, I’ll let him know.

 On Smartsheet integration:  definitely on the current roadmap - wouldn’t be coming in the next few releases, certainly, but it’s on the list to build (as opposed to the “list of things we might build”).

You can add your vote to the request, and add your use case, on this post:

Smartsheet Integration Request


Hope that helps!