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?

@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.

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

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Ryan Sides ✭✭✭✭✭✭

11/30/23

@Eliana Davalos
you can do this with the combo of Index and Match formulas.
I explain how to do that here:
https://youtu.be/_vMuSLpOZ_g?si=Q_GYnU0wgcKIkl1W

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

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