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Setting up alerts on a Report

01/29/16 Edited 12/09/19

We have a report that is populated when a cell is checked off from a tracking list. I would like to send an alert to co-worker when a new row is added to the report.


  • J. Craig WilliamsJ. Craig Williams Top Contributor



    I assume that by report, you mean you have a sheet. Reports is a specific Smartsheeet functionality term, which is a way to view information from one or more sheets.

    If my assumption is incorrect, apologies.


    Add a column to flag the new row.

    Here's one way: 

    1. Add one of the system date columns (either Created or Modified)

    2. In your other new column, set that equal to the system column


    for row 23

    3. Copy that formula to the rest of your new column so that when a new row is added, the auto-fill feature will add the formula to the new row.

    4. Use a Notification (under Alerts) to fire of the email to the co-worker.


    Hope this helps.




  • Hi Craig-

     I do in fact mean a Report. I have a report created that generates a new row when a date is put into a cell on a separate sheet. I would like to the report to email a co-worker when anything on the report changes.


    Example: My sheet tracks product UPCs and when the packaging goes through a revision. When the revision date cell is filled in on the sheet the report list the item and the revision date. My co-worker then checks the report to see which items are currently going through a revision.


    Thanks, Megan

  • J. Craig WilliamsJ. Craig Williams Top Contributor



    That's going to be harder.

    A report is not really a "thing" as it has no data until is refreshed/viewed.

    To trigger the email, you'll need to trigger from the sheet(s) that are the data in the report.


    I don't know how you did this:

    "...a report created that generates a new row when a date is put into a cell on a separate sheet"


    Can you explain that functionality? Are you using a third-party tool to do that?

    .Or maybe I'm missing something obvious.


    Can you send a screen shot of the report builder dialog?






  • Craig, I think she means the report builder is set up in such a way that when a date is put into a cell on the sheet, the report adds it to the report. The report itself is not generating the row, but the report builder is looking for a date in a particular column in a source sheet.


    To answer your question, no - reports cannot email someone when changes are made. You would need to set up the notification on the underlying sheet which could email the user when a change was made. 

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    Thanks Sasha. I'm off my game today.



This discussion has been closed.