(New User) Creating a report from Multiple sheets under workspace

Sherrelle Rojas

Creating a report from multiple sheets..docx

Hi everyone, I am trying to create a report that can be sent via email on a weekly basis consisting of the information listed in the attached. I am thinking there must be a way i can get these sheets to be emailed in pdf to myself once its updated by the required person. Any suggestions?

Genevieve P.

Hi Sherrelle,

Can I confirm, are you only looking to have recently modified rows present in this Report, or all rows?

If you only wanted to see rows that were modified in the past week, you would just need to add one additional column to each of your underlying sheets. This would be a System Generated "Modified Date" column type.

Then your Report Criteria could be set by the Date, saying to bring in rows only if this Modified Date column contains a date in the last week. Then include the Columns you want shown by clicking on the blue Columns button:

Once your Report is set up, then click File in the top left and select the option Send as Attachment. From here you can set up recurring weekly emails with a PDF of this report attached.

Here are some Help Articles that may be useful as you build this out:

• Creating a Report
• Attaching a Report in an Email
• Modified Date System Column

Let me know if you have any questions about this!

Cheers,

Genevieve

Genevieve P.

Hi Sherrelle,

Can I confirm, are you only looking to have recently modified rows present in this Report, or all rows?

If you only wanted to see rows that were modified in the past week, you would just need to add one additional column to each of your underlying sheets. This would be a System Generated "Modified Date" column type.

Then your Report Criteria could be set by the Date, saying to bring in rows only if this Modified Date column contains a date in the last week. Then include the Columns you want shown by clicking on the blue Columns button:

Once your Report is set up, then click File in the top left and select the option Send as Attachment. From here you can set up recurring weekly emails with a PDF of this report attached.

Here are some Help Articles that may be useful as you build this out:

• Creating a Report
• Attaching a Report in an Email
• Modified Date System Column

Let me know if you have any questions about this!

Cheers,

Genevieve

Sherrelle Rojas

Thanks Genevieve. I was able to create the report needed.

I am wondering now how can i go about creating a master file of all of the product names summarized from the individual sheets. I am thinking another report; however I am getting the same name repeating multiple times, any suggestions?

Genevieve P.

Hi Sherrelle,

I'm glad that helped! In regards to gathering all the product names, do you mean you want to pull all the names from all of your sheets, but if there's a duplicate only display one?

As you've found, Reports will show you all of the rows across different sheets that meet your criteria, so if the same product is listed on multiple sheets it will bring each of these in as individual rows. There isn't currently a way to combine these through a Report.

Will these product name columns be updated over time, or is this your static list of products? You could copy/paste these names into one large sheet then use a formula to check for duplicates and delete them (or Sort the sheet alphabetically and then delete duplicate names).

Then if you were looking to combine data for each product (such as an overall QTY to be ordered), you could use a cross-sheet SUMIF formula to add together all of the quantities across your many sheets for that one specific product. Is that what you were looking to do?

BrannonChurch

Hello

I am trying to send a report weekly. The above sounds great. One question, is the timezone UTC for the trigger? I tried a 12:00PM send and it was not sent. We are in MDT... Wondering if this made a difference in receiving the report.

Thanks!

Genevieve P.

Hey @BrannonChurch

The time should be based on your personal settings in your Smartsheet profile - can you check to ensure the timezone in your account is set to MDT?

Profile > Personal Settings > Settings > Time Zone

BrannonChurch

Thank you! Time Zone was off by a few hours. : )