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Best answer

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

  • 25 October 2022
  • 8 replies
  • 50 views
C

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!

icon

Best answer by christina.d 26 October 2022, 21:06

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
Userlevel 7
Badge +14

Hi @CroonerTim 

Good question.

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

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

Thanks Troy!

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

Troy Tessalone
Userlevel 7
Badge +14

@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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

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

Troy Tessalone
Userlevel 7
Badge +14

@CroonerTim 

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

Thanks Troy!

christina.d
Userlevel 7
Badge +9

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! ⚡️

C

Thanks @christina.d!

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