Is it possible to email a Smartsheet report automatically to specific people on specific date?s?

dminor764 ✭✭
edited 04/02/24 in Smartsheet Basics

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

  • Nick Korna
    Nick Korna ✭✭✭✭✭✭
    Answer ✓

    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! 😊