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Best answer

Is there a way to email a Smartsheet report in Excel format?

  • October 25, 2022
  • 8 replies
  • 133 views

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!

Best answer by christina.d

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! ⚡️

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 25, 2022

Hi @CroonerTim 

Good question.

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

 

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor

Thanks Troy!

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

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 25, 2022

@CroonerTim 

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

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor

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

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 25, 2022

@CroonerTim 

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

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor

    Thanks Troy!

    christina.d
    Forum|alt.badge.img+9
    • christina.dZapier Staff
    • Zapier Staff
    • Answer
    • October 26, 2022

    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!

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