Backing up a report
I've created a report which gathers invoice information and has an attached copy of the invoice from a number of different sheet.
I need to export this information to give to a bank as part of a construction draw process. If it was a sheet then I could use the backup function to create a spreadsheet and export a copy of all the invoices but I don't see how to create a backup of a report or how to turn the report into a sheet that could then be backup'ed.
Thanks, Mark
Answers
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You could go to
File --> Export
then select how you want to export the report.
Or if you were to select "Send as Attachment..." you could set it up to automatically recur on a set schedule.
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Sorry I should have been clearer. I also need to include copies of all the invoices (which are attached to each line of the report).
Thanks,
Mark
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Ah. Ok. What exactly are the criteria in your report builder, and are you pulling from one sheet or multiple?
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I hope you're well and safe!
Unfortunately, it's not possible now to include attachments in export from a report, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
As a possible workaround, you could maybe copy the rows to another sheet instead.
Would that work/help?
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I tried copying the rows but lost the attachments.
Thanks,
Mark
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Happy to help!
There is a setting where you select if you want to include attachments and conversations.
Did that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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