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

Options

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

  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭
    edited 12/08/22 Answer ✓
    Options

    @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

    Smartsheet Tips and Tricks for Beginners and Advanced on LinkedIn and YouTube

    Come Say Hello!

«1

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!