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exposing a report in the email body

Michael Millard
Michael Millard ✭
edited 12/09/19 inArchived 2016 Posts

First time posting here so apologies if this has been answered. I've searched through the posts and wasn't able to find an answer.

我想搬过去to Smartsheets from Google Spreadsheets for a few reasons but mainly for the automated reporting. The one thing I noticed is that I can only send a report out as an attachment which doesn't show in the email body. Is there a way to expose the report in the same way that the update request sends an email with the table in the body?

Thanks

Mike

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  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Hi Mike

    Using the Automation for scheduling does limit you to attachments, however if you Publish the Report first, you could include the Unique Link in the email narrative so removing the need to download the attachment if they just want a quick view they can click the link to see it without logging in. Beware that the link will show the Real Time situation, NOT the Snapshot in time that the attachment will show, so watch out for "Unintended consequences" .

    Hope that helps?

    Richard R

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  • JamesR
    JamesR ✭✭✭✭✭✭

    In addition to what Richard has said and depending on the size of the report, If you are using Window 7 or above there is a tool called Snippit which gives you a screen snippit which you can mail or past into a mail.

    Not ideal but another option.

    JamesR

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Related to JamesR's comment, I used Skitch for quick screen capture (by Evernote). It works on my Windows 10 PC and Android tablet and phone.

    I'm looking for something more robust for screen capture for documention and open to suggestions. I'll check out snippit.

    Craig

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  • Michael Millard
    Michael Millard ✭

    Thanks all,

    I should have added that I am putting this together as a Weekly Update type sheet that i'm trying to automate. I'll look into a few of the solutions and see what works best for us.

    Mike

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  • John Hammond
    John Hammond ✭

    You could also use the "Send Row" feature in reports which would add the row data to the body of the email. Just select all the rows you want to include, right click on a row number and select Send Row. A limitation is that it cannot be scheduled to send on a recurring basis.

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@Jillian M<\/a> an IF statement will do what you need.<\/p>

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This is going to be the general idea. You will want to replace the name of the column that you use for the date of the observation. I also didn't know the name of the third observation type or the time period.<\/p>

=IF([Observation Type]@row = \"Safety\", WORKDAY([Observation Date]@row, 2), IF([Observation Type]@row = \"Opportunity to Improve\", WORKDAY([Observation Date]@row, 14), IF([Observation Type]@row = \"Other Type\", WORKDAY([Observation Date]@row, 365), \"//www.santa-greenland.com/community/discussion/comment/\")))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107920,"type":"question","name":"How to remove text to only leave numbers","excerpt":"I have a column with numbers and letters i.e 1.1a, 1.1b, 2.1a and so on and using a simple formula to remove the letter and leave number =LEFT([SubComp#]@row, (LEN([SubComp#]@row) - 1)) which works just fine, but for some reason the Conditional Formatting does not recognize the calculated output as a number to highlight…","snippet":"I have a column with numbers and letters i.e 1.1a, 1.1b, 2.1a and so on and using a simple formula to remove the letter and leave number =LEFT([SubComp#]@row, (LEN([SubComp#]@row)…","categoryID":322,"dateInserted":"2023-07-21T15:21:47+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T15:31:04+00:00","insertUserID":96691,"insertUser":{"userID":96691,"name":"gwson","url":"https:\/\/community.smartsheet.com\/profile\/gwson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bb_am_gUV_w!XFjMnwg6CTQ!MSWtq5sIJTM","dateLastActive":"2023-07-21T15:30:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":96691,"lastUser":{"userID":96691,"name":"gwson","url":"https:\/\/community.smartsheet.com\/profile\/gwson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bb_am_gUV_w!XFjMnwg6CTQ!MSWtq5sIJTM","dateLastActive":"2023-07-21T15:30:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":21,"score":null,"hot":3379907571,"url":"https:\/\/community.smartsheet.com\/discussion\/107920\/how-to-remove-text-to-only-leave-numbers","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107920\/how-to-remove-text-to-only-leave-numbers","format":"Rich","lastPost":{"discussionID":107920,"commentID":386451,"name":"Re: How to remove text to only leave numbers","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386451#Comment_386451","dateInserted":"2023-07-21T15:31:04+00:00","insertUserID":96691,"insertUser":{"userID":96691,"name":"gwson","url":"https:\/\/community.smartsheet.com\/profile\/gwson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bb_am_gUV_w!XFjMnwg6CTQ!MSWtq5sIJTM","dateLastActive":"2023-07-21T15:30:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T15:35:25+00:00","dateAnswered":"2023-07-21T15:30:02+00:00","acceptedAnswers":[{"commentID":386449,"body":"

Try wrapping it in a VALUE()<\/p>

=VALUE(LEFT([SubComp#]@row, (LEN([SubComp#]@row) - 1)))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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