Is it possible to email a Smartsheet report automatically to specific people on specific date?s?
I have created a report that looks back at closed action items for the last rolling 30 days. I want to auto email this report on Monday to the shared user of the report.
Best Answer
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HI @dminor764,
This is absolutely possible.
From the File menu, select "Send as attachment", which will open a screen like this:
Fill out the To, Subject etc. (and change the format to Excel if required!) as you see fit and then click on the "Schedule" brings up a box with additional options. For example, if you wanted to send the report every Monday starting from next week at 8am:
Hope this helps, but if you've any questions on it just post! 😊
Answers
-
HI @dminor764,
This is absolutely possible.
From the File menu, select "Send as attachment", which will open a screen like this:
Fill out the To, Subject etc. (and change the format to Excel if required!) as you see fit and then click on the "Schedule" brings up a box with additional options. For example, if you wanted to send the report every Monday starting from next week at 8am:
Hope this helps, but if you've any questions on it just post! 😊
