Recurring Data in a Report

Canteaug

Is there a way to automate the particular rows shown on a report? For example: I am trying to send data that occurs weekly on the report without have to change the dates every week.

Kelly Moore

Hey @Canteaug

Depending on how your sheet data is arranged you might be able to use the Report Filter for this. For example, Filtering on your Date column and choosing the filter 'Is in the last x days where x = 7' would bring in all the dates Today -7 through Today. This would automatically filter the data for always the last x days.

You can also add a helper column to your sheet and, by formula, put an indicator (like a checkmark) on the rows that you want included on the report. You then add this column as a filter to your report. For example, LastWeek in my sheets would indicate Last Week's data. (=IF(WEEKNUMBER(DATE@row)=WEEKNUMBER(TODAY())-1, 1). I would then filter the report on LastWeek was checked, if this is what I needed.

Will something like either of these work for you?

Kelly

Canteaug

Thank you! @Kelly Moore