How can we create a daily report

Martins

We have a smartsheet set up which shows us who has picked an order and then who has loaded an order. We would like to create a report that is emailed daily showing us who picked the order and who loaded it.

By using 'send as attachment' we can get a report but it sends all the information on the smartsheet and I can't work out how to make it just send what was done for the day.

Has anyone worked out how this might be done and give me some direction on how to do it.

Thanks

Kylie B

Andrée Starå

Hi @Martins

I hope you're well and safe!

Try something like this.

1. You could add a Workflow that registers the date (in a so-called helper column) when something is Picked or Loaded.
2. In the Report Builder, you would add criteria for the date above and that it's Today.
3. You'd then select Send As Attachment and set the Schedule to daily.

Make sense?

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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Martins

Thanks Andrée for responding so quickly. I will give that a go and let you know how it goes.

Andrée Starå

@Martins

Excellent!

Happy to help!

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