Sending last month of data as attachment

Oscar Maynard

Hi!

We have a Smartsheet where all rows created within the last month need to be sent as an Excel file to a certain email address on the last day of the month.

So far I've set a filter for the last 31 days on the sheet, and then used the recurrence feature on 'File: Send as Attachment' to capture the whole month. Will the filter still be applied when sent and opened as an attachment?

However, that will also send rows that have a created in date before that month in some cases (e.g. a filter for the last 31 days on March 31st would still show February 28th).

Is there a way to get all rows created within the last month to send to as an email attachment on the last day of that month?

Is it also possible to do this with only some of the columns showing (i.e. this is a report for our finance team, where other information is irrelevant to them and they just need to see columns with the financial information)?

Thanks for any help you can give! :)

Andrée Starå

Hi @Oscar Maynard

Yes, you can use a report and send that out on recurrence instead.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Oscar Maynard

https://community.smartsheet.com/discussion/comment/271264#Comment_271264

Hi @Andrée Starå! Thank you. The reports has helped a lot, but still not found a way to ensure it's only rows created within a certain month. I don't think this is possible after lots of research.

Andrée Starå

@Oscar Maynard

You're more than welcome!

Have you tried the new Report Builder?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!