Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Emailing a report
Comments
-
Theresa,
you could probably accomplish that with the methods in this post...
https://community.smartsheet.com/discussion/recurring-update-requests
-
Thanks.. There are a couple of different links supplied as possible solutions on that thread. Which link would be the better fit?
-
It takes a little work but it is possible.
I think you would have to restructure your notifications.
You could send out the notifications from the sheet, not the report. You would have to have a row reminder for each user. You would have to calculate in each row if the user has any items being sent to the report. If they do you would send them a reminder with a link to their report. You would schedule the reminder as described in the last comment in the discussion: https://community.smartsheet.com/discussion/recurring-update-requests
-Brett
-
I can see where that would work, but one question. How would I "catch" as new rows are entered?
The report will pull any row with set criteria.. so if I buld the report today in 6 months it will continue to pull the current data.
If set up row reminders would they continue to work 6 or 9 months into the future? Or would they have to be re-set up>
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives