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Hello!

Is there a way to email a Smartsheet report in Excel format? I know sheets are possible, but I would like to email a report every 2 weeks.

Thanks!

Hi @CroonerTim 

Good question.

Perhaps this is the Zap action you are looking for: Smartsheet - Send Sheet

 


Thanks Troy!

I tried that one, but it only sends actual sheets. I won’t let me select a report.


@CroonerTim 

I don’t see a Zap action for Smartsheet related to “report”: https://zapier.com/apps/smartsheet/integrations#triggers-and-actions


OK, thanks. It would be a helpful new feature.


@CroonerTim 

Feature requests and feedback can be submitted via a ticket to Zapier Support: https://zapier.com/app/get-help


Thanks Troy!


Hey there, @CroonerTim! Thanks for flagging this! 

I did some digging and it turns out a “Send Report” Smartsheet action has been requested in the past! I went ahead and added your vote to that feature request so if and when it gets implemented you’ll be emailed. We’ll also be sure to keep the topic updated as well. 

Thanks again and welcome to community! ⚡️


Thanks @christina.d!