Auto update of "Custom Date Range" when scheduling a report?
I'd like to schedule a report each month to automatically cover the next 90 days.
But it looks like I'd have to update the "Custom Date Range" each time for the next 90 days.
Is there a way to have the Custom Date Range update automatically? For example, "T " to "T+90"?
Comments
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Hi Mark,
Unfortunately, as far as I know, it's not possible at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
A possible workaround might be to set up the report to only show the next 90 days.
Would that work?
Have a fantastic Weekend!
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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I agree with Andree's suggestion. Adjusting the criteria of the report (or creating a duplicate report for sending that only pulls those 90 days) is probably going to be the best way to go at this point.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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That's a clever workaround! Thanks Paul and Andrée.
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Excellent!
Happy to help!
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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Happy to ride Andree's coattails....
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Haha!
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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