Can I use automation from a report instead of a sheet?

Greg Carn

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?

Ryan Sides

@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.

Ryan Sides

@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.

Greg Carn

Thanks Ryan

Ryan Sides

@Greg Carn You bet! Happy to help.

ClayBuell

https://community.smartsheet.com/discussion/comment/353730#Comment_353730

@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.

Ryan Sides

@ClayBuell

Hey Clay. Open your report. Go to File. Send As Attachment. Then complete the fields. Click that Schedule button and you can choose the day of the week that it gets sent out.

gtag

I have tried this and the email never delivers. What am I missing

Thanks Gtag

Ryan Sides

Can you post a screenshot?

gtag

gtag

I fill in email address, setup the schedule like in the screen shot and hit send. I wait and the email never delivers

gtag

I setup before 2PM to test

gtag

It will send if i send immediately.

Ryan Sides

Hmm. You may want to put in a help desk ticket for that then.

gtag

I have with no reply as of yet.

Thank you

gtag

I sent to Smartsheet Support. Would that be correct or is there a link?

Eliana Davalos

https://community.smartsheet.com/discussion/comment/353730#Comment_353730

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.