Share information collected in a report as an attachment to an email message. Send it once, or set it up to send automatically on a recurring schedule.
USM Content
You can also make a report available to others by sharing or publishing it.
Sheet information sent as emails may take up to 45 minutes to arrive. Contact Support if it takes longer.
Send a report as an attachment
Recipients can view the report in PDF or Excel format without signing in to Smartsheet.
- Open the report and select File > Send as Attachment to display the Send as Attachment window.
- In the To field, enter the recipients' email addresses separated by a comma.
- Edit the Subject and Message fields as needed.
- Select the attachment type as PDF or Excel in the Attach as field.
If you choose the PDF option, select the (options) link to access the PDF Setup menu and further refine the properties in the attachment.
- Select Send.
Once sent, the recipients' email addresses move from the To field to the Sent to section of the form.
Set up recurrence
You can schedule your report to send automatically on a recurring schedule.
When you set up recurrence, the report runs before it's sent, ensuring that it always contains the most up-to-date information.
- Select File > Send as Attachment.
- In the Send as Attachment window, next to Delivery, select Schedule.
- In the Delivery Options form, select the frequency you want (Daily, Weekly, Monthly, Yearly) and specify the other recurrence options.
- Select OK.
Recurrences appear in the right panel of the Send as Attachment form. To edit or delete a recurrence, select the arrow next to the recurrence description.
