
Send Recurring Reports

Its Top Tip Tuesday and today we are looking at an efficient way to schedule the sending of a recurring report using Smartsheet.
Rather than just share someone to a report and hope they look at it every week, you can send the report to them in their email on a recurring basis, raising the likelihood of the report being opened and read.
To do this
1. Open the report
2. From the File Menu select Send as Attachment
3. Pop in the Email Address of the recipient
4. Select any PDF options
5. Click the blue link called Schedule and set the recurrence pattern.
6. Click OK then Send.
There, done! No more trying to remember to send things out.
(Thanks to Co-Pilot AI for the image!)












