CONSOLIDATED FILE and Weekly report

02/23/21 Edited 02/23/21
Answered - Pending Review

I have consolidate 6 files to one Report. Can this report run automatically per weekly basis. Example, every Wednesday, from 2/17- 2/24, the data from this date would only show.

Thanks.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Marilen.Navarro103391

    I hope you're well and safe!

    Not sure I follow.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree,

    This report is from different Sheets. If I use filter choose Date Created and type in between, I will get the dates from 2/17- 2/24. What I need is to have this on a weekly basis, next date I would like to run is 2/25- 3/3. How to do it automatic?



  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Marilen.Navarro103391

    You'd need to add so-called helper columns to the sheets with a formula to check for the criteria and then reference it in the report.

    Make sense?

    Would that work/help?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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