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Modify an existing report sent via Email with Attachment
One of the databases we built using Smartsheet allows us to facilitate communicating with various people from different functions. That means we have to create different reports that filter some of the data.
We use the "Email Send as Attachment" feature to set up recurring emails that are sent to specific people at different time intervals. But as time passes, the people change. New people want to get the report or people change roles, those no longer need to get the report.
When I try to make changes to the auto-report, SS only give me two options; edit reoccurance or delete.
Is there a way to edit the people that recieve the report?
Is there another way to manage the various recurring reports? I would think such instances would be in the table in the bottom (i.e. "Report Builder", "Sharing", "Publish") but it's not. Instead it's imbeded in the "Send as Attachment" window.
Right now to facilitate change the people, I have to delete the report and create a new one with all the right names. Or, I create a new one with new names only.