Report Sharing

DA_Associates_PM

I would like to share a tasks report to my team every week. The goal is to have one sheet with the 'assigned to' filter on so that whomever is reviewing the report sees their tasks only. The problem is, I don't see a way to share the report reoccurringly in this format where it would bring the user to the SS Report instead of a PDF/Excel.

Is there a way to automate this or do I need to make separate reports for my team?

DA_Associates_PM

I should clarify that I want to have one Report with the 'assigned to' filter on.

Genevieve P.

Hi @DA_Associates_PM

Can you clarify what you mean by "share the Report recurringly"? Are you wanting an email to be sent out with an export of the document, or a link to the Report or to a Dashboard?

You can definitely apply the Current User filter in a Report:

Then once you have the Report built, as long as the users are shared to the underlying sheet and have a Smartsheet account to log in to, you can grab the URL to the shared report and include that in your email. Do you need help setting up the recurring alert that includes the URL?

Cheers,

Genevieve

DA_Associates_PM

Good morning,

Yes! Can you assist with an automated email with the URL so that it will automatically send out every week?

Genevieve P.

Hi @DA_Associates_PM

There's a couple ways you could do this. You could set up the Attachment as a Recurring email and then just include the URL to direct people to the Report in the Custom Message:

The other option is to set up an Alert on the sheet. To do this, you would want to keep one "dummy data row" in the sheet so it's the cause for the email. You could keep text in it such as "Row for Alert".

Then set up a date-based workflow:

The Condition is that the row says "Row for Alert". Then you can set up the message to only include the message and have the Report Link in there:

Cheers!

Genevieve

DA_Associates_PM

Thank you!