SmartSheet Update

protyl5612

Can someone tell me what I need to do so I can have a sheet out of Smartsheet sent out weekly at a specific time to resources listed on the shared list for it?

Andrée Starå

Hi,

You can do this with a report and choose if you want a pdf or an excel file. 

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

Would that work for you?

Best,

Andrée Starå - Workflow Consultant @ Get Done

Paul Newcome

You could do the same thing with the sheet itself instead of the hassle of building a report.

Andrée Starå

Hi,

Yes, of course, Paul is correct. It escaped me at the time. 

Best,

Andrée Starå - Workflow Consultant @ Get Done

protyl5612

Can you let me know how I would set this up?

Andrée Starå

Hi,

Yes, of course.

When you have your sheet open:

File-->Send as Attachment--> Choose who you want to send it to (you could create a group to make this easier) fill in, go thru and change the other settings.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done