Auto-push sheets or reports

Leann Gibson

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?

Andrée Starå

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

Leann Gibson

Yes, are you able to direct me to where I can get the steps to do that?

Andrée Starå

Excellent!

Please see attached screenshot of the process on a sheet. (it's the same for a report)

Hope that helps!

Best,

Andrée