Can I use automation from a report instead of a sheet?
I have about 30 different smart sheet files that each have a couple tasks assign to my team. I created a report that pulls the tasks from each sheet and lists them out. I would like to create an automation from the report file that sends out the tasks as the due dates approach. There is no automation feature in the top left in a report? Is there another way to automate this without having to go into each of the 30 sheets individually?
Best Answer
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@Greg Carn Hey Greg, you can automate a report to be emailed (pdf/excel) a certain day of the week, but it's not dependent on the data in the report. (File -> Send As Attachment)
There's no automation feature in reports.
If you want a more creative solution, you could build a sheet that auto updates and references all the due dates in your 30 sheets. Then build an alert automation based on your due date criteria to email a link to the report to your team.
Answers
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@Greg Carn Hey Greg, you can automate a report to be emailed (pdf/excel) a certain day of the week, but it's not dependent on the data in the report. (File -> Send As Attachment)
There's no automation feature in reports.
If you want a more creative solution, you could build a sheet that auto updates and references all the due dates in your 30 sheets. Then build an alert automation based on your due date criteria to email a link to the report to your team.
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Thanks Ryan
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@Greg Carn You bet! Happy to help.
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@Ryan Sides How do you set up the automated email of the report in PDF on a certain day of the week? That is what I'm interested in.
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I have tried this and the email never delivers. What am I missing
Thanks Gtag
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I fill in email address, setup the schedule like in the screen shot and hit send. I wait and the email never delivers
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I setup before 2PM to test
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It will send if i send immediately.
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I have with no reply as of yet.
Thank you
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I sent to Smartsheet Support. Would that be correct or is there a link?
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Hi Ryan,
Thank you for this answer. I am interested in the part where you state: "build a sheet that auto updates and references all the due dates in your 30 sheets". How could I do this in a way that is different from the way I know how to do it, which is to manually "Link" cells? as that would take me a very long time to link also.
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