Sign in to join the conversation:
Can someone tell me what I need to do so I can have a sheet out of Smartsheet sent out weekly at a specific time to resources listed on the shared list for it?
Hi,
You can do this with a report and choose if you want a pdf or an excel file.
https://help.smartsheet.com/articles/516096-sharing-sending-reports
Would that work for you?
Best,
Andrée Starå - Workflow Consultant @ Get Done
You could do the same thing with the sheet itself instead of the hassle of building a report.
Yes, of course, Paul is correct. It escaped me at the time.
Can you let me know how I would set this up?
Yes, of course.
When you have your sheet open:
File-->Send as Attachment--> Choose who you want to send it to (you could create a group to make this easier) fill in, go thru and change the other settings.
I hope this helps you!
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
I have an automation setup to escalate to managers when a step goes beyond 2 days. I have that titled as Escalation for Purchasing, Escalation for Planning, etc. In my trial run, 3 out of 6 showed up as Reminder: New part number request log ( this is the name of the sheet) The only thing we could see was that the ones that…
