Welcome to the Smartsheet Forum Archives

The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Preserving Task Rollup in a report?

Wayne Daigle
Wayne Daigle ✭✭✭
edited 12/09/19 in Archived 2017 Posts

I would like to create a report to be sent out on a recurring basis that is essentially a filtered version of a report, (i.e. only showing tasks that have not been completed and filtered for tasks for a two week period in the future.  I've been able to set the selection logic up in the report, but it does not bring the roll-up structure.  All I get is a laundry list of the selected tasks.  I can accomplish the view I want by filtering the sheet itself but I don't think I can send this as are report automatically on a recurring schedule.  Does someone know how I can either create a report that preserves the roll-up structure OR send a filtered report on a schedule?  


Wayne Daigle



This discussion has been closed.