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Best answer

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

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!

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! ⚡️

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8 replies

Troy Tessalone
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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
  • CroonerTim
  • Author
  • New
  • 4 replies
  • October 25, 2022

Thanks Troy!

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

Troy Tessalone
Forum|alt.badge.img+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
  • CroonerTim
  • Author
  • New
  • 4 replies
  • October 25, 2022

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

Troy Tessalone
Forum|alt.badge.img+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
1 person likes this
  • C
    CroonerTim
C
  • CroonerTim
  • Author
  • New
  • 4 replies
  • October 25, 2022

Thanks Troy!

christina.d
Forum|alt.badge.img+9
  • christina.dZapier Staff
  • Zapier Staff
  • 2653 replies
  • 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! ⚡️

C
  • CroonerTim
  • Author
  • New
  • 4 replies
  • October 26, 2022

Thanks @christina.d!

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