Automated Report generation on different field values

Is it possible to create an automatically generated report, say, that will run once a week, month, etc. that will pull date from all of SS (or only certain sheets) and look for 1-2 "customers" and several corresponding "customer numbers"?

For example, there are several different customer numbers associated with a customer and I'd like the report to pull all.



  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭

    Hi @Terrapin6908 ,

    This is Smatsheets. Anything is possible. Sounds complicated though. You'll likely need to create a grid to gather the information. The grid would contain the customer names or numbers you're reporting on in a column. The other columns would be formulas to search specific sheets and return a count, sum, name, etc.

    Start by searching just 1 sheet to get your basic formulas working. Then add the other sheets you want searched using external range references.

    Any help at all?


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