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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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Hi Candace,<\/p>

The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>

Hope this works for you.<\/p>

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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n
\n
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<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":300,"urlcode":"Email Notifications","name":"Email Notifications"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"}]},{"discussionID":108226,"type":"question","name":"COUNTIF and OR or IF Formula","excerpt":"I'm looking to use COUNTIF to calculate if something is the right date and then if it has meets one of the following criteria (using references). My current formula looks like this: =COUNTIFS({Despatch Report Date}, =Date8, {Despatch Report Lot Status}, \"Q\", {Despatch Report WO Status}, <99 I basically want to count if its…","snippet":"I'm looking to use COUNTIF to calculate if something is the right date and then if it has meets one of the following criteria (using references). My current formula looks like…","categoryID":322,"dateInserted":"2023-07-27T21:30:27+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T22:39:47+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T22:59:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156297,"lastUser":{"userID":156297,"name":"Pat Canning","url":"https:\/\/community.smartsheet.com\/profile\/Pat%20Canning","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5XYNMD97JXRY\/nD28D8BFM2BGU.jpg","dateLastActive":"2023-07-27T23:12:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":28,"score":null,"hot":3380991614,"url":"https:\/\/community.smartsheet.com\/discussion\/108226\/countif-and-or-or-if-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108226\/countif-and-or-or-if-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108226,"commentID":387692,"name":"Re: COUNTIF and OR or IF Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387692#Comment_387692","dateInserted":"2023-07-27T22:39:47+00:00","insertUserID":156297,"insertUser":{"userID":156297,"name":"Pat Canning","url":"https:\/\/community.smartsheet.com\/profile\/Pat%20Canning","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5XYNMD97JXRY\/nD28D8BFM2BGU.jpg","dateLastActive":"2023-07-27T23:12:31+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":"2023-07-27T22:59:50+00:00","dateAnswered":"2023-07-27T22:39:47+00:00","acceptedAnswers":[{"commentID":387692,"body":"

Does this work?<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108205,"type":"question","name":"Either checkbox column to contribute to % complete","excerpt":"I am looking for a formula that will reference two checkbox columns to calculate a % complete if either is checked. I'd also like this formula to calculate an average % complete based on the % complete of the child tasks. This was working correctly when I was using only one checkbox column, but I am struggling to…","snippet":"I am looking for a formula that will reference two checkbox columns to calculate a % complete if either is checked. I'd also like this formula to calculate an average % complete…","categoryID":322,"dateInserted":"2023-07-27T17:53:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T19:21:53+00:00","insertUserID":164195,"insertUser":{"userID":164195,"name":"Rachel Kelly","url":"https:\/\/community.smartsheet.com\/profile\/Rachel%20Kelly","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T19:00:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3380967948,"url":"https:\/\/community.smartsheet.com\/discussion\/108205\/either-checkbox-column-to-contribute-to-complete","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108205\/either-checkbox-column-to-contribute-to-complete","format":"Rich","lastPost":{"discussionID":108205,"commentID":387648,"name":"Re: Either checkbox column to contribute to % complete","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387648#Comment_387648","dateInserted":"2023-07-27T19:21:53+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/V4HP6H7XE3I9\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T19:01:16+00:00","dateAnswered":"2023-07-27T18:58:57+00:00","acceptedAnswers":[{"commentID":387623,"body":"

Try this:<\/p>

=IF(COUNT(CHILDREN()) = 0, IF(OR(Done@row = 1, [N\/A]@row = 1), 1, 0), AVG(CHILDREN()))<\/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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