Sending as attachment with filters

Nicholas Donlin

It would be awesome to be able to send out recurring attachments in which the pdf attachment is based on a filter. For instance, if it was a construction schedule and I wanted to send out a recurring two-week outlook then I could send it based on my two-week outlook filter. 

Brett Evans

If you built the filter into a Report and sent that out, would that get you what you want?

Nicholas Donlin

Yes that would work but that means I have to create a report everytime. It would just be easier to have it work with the filters. 

 

Tony Davidson - SmartSheet Certified User 2016

See the link below..you can set a recurring report..

 

https://help.smartsheet.com/articles/516096-sharing-sending-reports

Gregory Scharfstein

I totally agree that this feature would be useful. 

I would like to be able to schedule an emailed PDF of a smartsheet to five different people, each with a custom filter (i.e. one filter per person).