Export Report Using Data Shuttle

Sarah123

I'm trying to setup an export of a report using Data Shuttle in Smartsheet (to export it to Google Sheets so that I can combine it with another of my reports) and when I type in the name of the report in Data Shuttle it finds the report but won't let me select it. If I click through the folders for the report I can't find any reports listed. Is there a limitation on using Data Shuttle to export a report? I want to have only certain columns pull into a sheet (I have too many columns and rows to do a link to a cell and there is no way for me to do a DataMesh as I would have to essentially recreate the sheet I'm pulling from). If there's another way to be able to refer to a report that would work too (but I'm not seeing that as a possibility from my searches so far).

Genevieve P.

Hi @Sarah123

Currently Data Shuttle workflows can only be built with Sheets (not Reports), as you've found.

You can select specific columns from the sheet in the Mapping tab of the Workflow, eliminating any unnecessary columns. You can also set Filters in the workflow to mimic any filters you had on the Report as well. See: Set filters to control which rows are offloaded

Cheers,

Genevieve

Genevieve P.

Hi @Sarah123

Currently Data Shuttle workflows can only be built with Sheets (not Reports), as you've found.

You can select specific columns from the sheet in the Mapping tab of the Workflow, eliminating any unnecessary columns. You can also set Filters in the workflow to mimic any filters you had on the Report as well. See: Set filters to control which rows are offloaded

Cheers,

Genevieve

Cristian

Can you link to Smartsheet? e.g. the source is a sheet and the target is also a sheet?

Genevieve P.

Hi @Cristian

You can use an offload workflow to offload data from one sheet into a CSV file that attaches to a different Smartsheet sheet, then use a separate upload workflow to upload data from that new CSV file into your second sheet.

Depending on what you're looking to do, you may want to check out DataMesh instead, see: DataMesh

Cheers,

Genevieve

Sarah123

@Genevieve P. is there any way to setup an automated export of a report instead of manually going into the report to export?

Genevieve P.

Hi @Sarah123

You can set up a recurring email that exports a Report into an Excel file or PDF, see here!

Cheers,

Genevieve

mmccar29

@Genevieve P. is there any insight on adding report selection capability to data shuttle this would be so helpful!

Genevieve P.

Hi @mmccar29

I see you Voted on this Product Feedback & Idea thread, here:

https://community.smartsheet.com/discussion/98441/allow-data-shuttle-to-use-reports-to-offload-data

If there are updates in this are the Status will be changed and you'll receive a notification. 🙂

Cheers,

Genevieve

KLZolali

@mmccar29 I'm not sure if you also have access to the DataMesh application, but you can use DataMesh to turn your Report into a Sheet, and then use DataShuttle from the Sheet.

ddutta

Can we also export the attachments using Data Shuttle

Genevieve P.

Hi @ddutta

Data Shuttle exports row content in the cells of a grid. To export attachments, you'll want to do that directly from the sheet or download a Backup of the sheet.

https://help.smartsheet.com/articles/504760-downloading-viewing-attachments

https://help.smartsheet.com/articles/2482570-how-often-create-backup

ddutta

Yes that is not an automated option. Thanx for the inputs.