Emailing report or report link... what schedule options?

Teresa Meyer

I have set up reports so that users will only receive notifications on rows tied to them.  What are my scheduling options?

 

Can I have the report sent when a change is made?  Or does have to be sent once a day (or whatever the schedule you pick) whether there is a change or not?

Kendra Miller

For the when, you have to choose a specific date or range of dates.

JohnHinkle

You can set reports to be email to users on a recurring basis. Daily, weekly, etc. It can’t send if changes are made but there is a “highlight changes” option.

 

 

Instructions on how to send a sheet (or report) on a recurring basis:  http://help.smartsheet.com/customer/portal/articles/504773-sending-sheets-rows-via-email#sendsheet