Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Access, preview, and download attachments from a report

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Reports don't store information; instead, they provide a view of the information stored on one or more source sheets. Therefore, files aren't attached directly to a report, they're attached to the specific rows or comments it displays. 

  • If you have Owner, Admin, or Editor permissions on the source sheets and report, you can add, version, or delete attachments.
  • Anyone with access to the source sheets and report can view and download attachments. 
  • You can send an attachment in an email to anyone with a valid email address.
  • Some files, such as images, that were uploaded from a computer or mobile device can be viewed and accessed directly through Smartsheet. For others, you may need to download them to your own device in order to view. You'll also need to download a file to your device if you want to edit it.
     

System Admins for Enterprise plans can disable any file attachment options. See Manage global plan settings.

Limitations

There are certain sheet-level activities that aren't supported in reports. These include the ability to:

  • Attach files at the sheet-level (as opposed to a specific row or comment). If you want to do this, you'll need to open the source sheet.
  • View attachments from the Attachments pane: You aren't blocked from working with attachments in a report; however, if you want to manage attachments in the Attachments pane, you'll need to switch to a sheet.

Access and preview row attachments from a report

  1. Select the Attachments icon to the left of the row number. The Attachments panel displays.
  2. Select the name of an attached image to preview it.

 

Some files (e.g., Word docs or Google Slides) can't be previewed in Smartsheet. If the file originates form a supported online storage service, selecting the name will open the file in another browser window. Otherwise, you may need to download the attachment.

 


Download a single row attachment

  1. Select the Attachments icon to the right of the row number. The Attachments panel displays.
  2. Hover over the attachment that you'd like to download and select the Download File button.

The most current version of the files will be downloaded in its original format. If you need to download an older version of a file, see Versioning files attached to items in Smartsheet.


Download row attachments in bulk
 

  1. Select the Attachments icon to the right of the row number. The Attachments panel displays.
  2. Check the box next to each attachment that you want to download.
  3. At the top of the Attachments Panel, select Actions > Download Files.

Files are downloaded to your device in a compressed .zip bundle.


Preview or download comment attachments

  1. Select the Comments icon to the right of the row number. The Conversations panel opens on the right. 
  2. Scroll to the comment containing the attachments you need and hover over the attachment.
  3. Select the name of an image to preview it, or Download File to save the attachment to your device.

For information on how to delete a file associated with a comment, see Delete a file attached to a comment.

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