Auto-push sheets or reports
Can you setup a recurring push of a sheet or report to people? I have a goals tracker that I want to send two a month to different people. Is there a way to have SmartSheet do this for me?
Comments
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Hi Leann,
Yes, you can schedule to send the sheet or a report.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Yes, are you able to direct me to where I can get the steps to do that?
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Excellent!
Please see attached screenshot of the process on a sheet. (it's the same for a report)
Hope that helps!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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