Creating an automated report

Anton

Hi,

It's me again. Today I would like to ask if it is possible for reports to automatically select items that meet all the requirements of a set criteria. What I would like to do is make it so that when a task is completed and the box is check, that that task is added to the report and displayed on a dashboard. Is this possible or do I have to do it manually every time?

 

Thank you in advance and if there are any questions or clarifications needed about what I am wondering, I will do my best to answer them.

Paul Newcome

Reports are always automated. When you create a new report the Report Builder will pop up. Simply populate the criteria, and it will automatically display what meets said criteria from the sheet(s) selected.

DMPMP

Where is this report builder? I can create reports but do not see where to create this workflow.

Andrée Starå

Hi @DMPMP

I hope you're well and safe!

The interface has changed.

Have a look here for more information.

https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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DMPMP

Thanks for the response,

I have created a report, but I was hoping to be able to have the report automatically exported to some people daily and another person weekly. However, the report does not appear to have that kind of automation. Am I missing something for automation on the report, or is it not something that can be done?

Andrée Starå

@DMPMP

Excellent!

Happy to help!

You can set up a recurring send-out of the Reports as a PDF or Excel file. I'll get back with more information in a flash. 😉

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@DMPMP

https://help.smartsheet.com/articles/516096-sharing-sending-reports