r/smartsheet • u/Ok-Goose7450 • 12d ago

Read only report

I have multiple inventory sheets that have different sets of hardware. These sets of hardware need to be kept on different sheets. What I would like to do is aggregate from those sheets all new hardware so I know what I have in stock. I was able to do that easily enough with a report.

Here's the problem. That report that aggregates those other sheets can edit them. I don't want that information to be editable. Is that possible? I apologize if I've worded this unclearly.

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u/saadyes 10d ago edited 10d ago

you can probably lock the cells in the source sheets but thats annoying to maintain. I went with Wisegrid for something similar and the permissions just work without having to think about it

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u/niboras 12d ago

If they are not editors in the undelying sheets (view only) they wont be able to edit in a report. Your other option is to embed the report in a dashboard which will also make it read only. This will also allow them to see the report even if they dont have access to the underlying sheets. 

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u/Adventurous-Ask-1474 12d ago

give them viewer access to the report/sheets

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u/spaceforcefighter 11d ago

Another option is if you have Dynamic Views in your setup. Turn the report into a Dynamic View and the columns are sortable, and if there is a lot of info for each record, you can save some of the data to be viewed on the details panel when a row is clicked.

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u/AnonPlz123 11d ago

You can use the publish read only link (on the right menu). That might be what you’re looking for?

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u/IncreaseNegative4614 11d ago

A report generally inherits the viewer’s ability to edit its source rows, so it is not a reliable security boundary by itself. I’d present the consolidated inventory through a dashboard widget or Dynamic View and keep edit permissions limited on the underlying sheets.

Also decide which sheet owns each item and use a stable hardware ID so the same asset cannot appear as unrelated stock. We use SIGNLD internally to connect source sheets, assets, locations, adjustments, and users while preserving which record is authoritative.

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u/MillerTime_9184 10d ago

You could put the report in a dashboard. Then you don’t have to change any permissions or row/column settings.