Can I setup an Automated Excel Sheet Notification?

kmuckey

Can I setup an Automated Excel Sheet Notification within a Sheet? i.e. Setup a notice automation for weekly and have it include an Excel sheet of the updated rows emailed to a POC?

Is this available in SmartSheet? Is this available with a add on like Data Shuttle?

Debbie Sawyer

@kmuckey

I believe this could be achieved with native Smartsheet, no add on's necessary.

Write a report that selects the columns that you want to send to Excel. Include the "Modified" column and use that to filter any rows from your source that have been modified "in the last x days" (this is a filter option in the report). Then go to the File menu in the report and select Send as an Attachment, there is an option to send as MS Excel file. There is a Scheduled tab in the dialog box that will allow you to schedule this report to send on a weekly basis (or any other interval).

Well worth an experiment before asking someone to write a program to do it for you or purchasing a premium app.

Hope this works.

Kind regards

Debbie Sawyer - Chief Smartsheet Solutions Officer (CSSO)

 

Debbie Sawyer

@kmuckey

I believe this could be achieved with native Smartsheet, no add on's necessary.

Write a report that selects the columns that you want to send to Excel. Include the "Modified" column and use that to filter any rows from your source that have been modified "in the last x days" (this is a filter option in the report). Then go to the File menu in the report and select Send as an Attachment, there is an option to send as MS Excel file. There is a Scheduled tab in the dialog box that will allow you to schedule this report to send on a weekly basis (or any other interval).

Well worth an experiment before asking someone to write a program to do it for you or purchasing a premium app.

Hope this works.

Kind regards

Debbie Sawyer - Chief Smartsheet Solutions Officer (CSSO)

 

kmuckey

@Debbie Sawyer This is perfect. Thank you from Toshiba and our client!

Ken

Debbie Sawyer

Glad I could help! :D