Auto reference a file added to a folder that a Report is pulling from

Mike Smith AGT
Mike Smith AGT ✭✭✭
edited 12/09/19 in Smartsheet Basics

I need help finding a way for my reports to automatically pickup new files.  I have numerous reports that need to reference everyfile that is in a given folder.  When these are first setup, it is very easy to select the folder for the "where" portion and it grabs every file within those folders.  However, it doesn't appear that the report grabs new files as they are added to this folder.  Is that possible.  

Here is an example.  All schedules for all projects within a specific region are kept in one folder.  When I built the reports, i selected the folder with the schedules and all schedules are now included.  But now, if we add a schedule for a new project, I don't want to have to go back to each report and update the "where" portion for the new schedule.  I would like it to automatically grab that new file since it is in that folder.  Is this possible?

Thank you for the help!


  • Hi Mike,

    You're correct in that a report will only include sheets at the time that you selected the workspace. There currently isn't a way to have reports include new sheets that were added to a workspace automatically.

    You'll need to reselect the workspace and then run the report again when new sheets are added.

    When you have a moment, please submit a Product Enhancement Request using the form under Quick links on the right to let our Product team know that you'd like to see this functionality added to Smartsheet. 

  • I was also looking for this functionality, so I will also submit a product enhancement request. Do more requests for the same functionality matter when SmartSheet is reviewing requests?

  • Hi Laura—

    Yes, they definitely matter. Customer demand is one of the factors that we use to weigh whether to dedicate our development resources to a project. A part of the demand equation is determining how many customers request the same feature over the span of a month through our various feedback channels.

    I encourage you to submit a request if you want to see this feature added to Smartsheet, even if you know someone elese already has.