Report Builder Automations

Drea Mora

Hello Smartsheet Community,

I'm building a report and I'm wondering if I click into an entire folder collection for my source sheet, will the report auto-include new grids that get added to those folders or will I have to manually add them as they get created?

Dale Murphy

@Drea Mora According to how reporting is supposed to work, the answer to your question is yes. I have had success with the idea you are pursuing. Just be sure you select at the folder level (as you have done in your screenshot), not just every sheet within a folder.

(But I still check every once in a while to be sure!)

dm

Andrée Starå

Hi @Drea Mora

I hope you're well and safe!

To add to Dale's excellent advice/answer.

The only way to update the Report with new sheets is by using a Workspace or the Premium App, Control Center.

If you select a Folder, it will not automatically update the Report if you add sheets to that Folder.

Make sense?

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!