{"id":24572,"date":"2025-06-10T08:57:02","date_gmt":"2025-06-10T08:57:02","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?p=24572"},"modified":"2025-06-10T08:57:09","modified_gmt":"2025-06-10T08:57:09","slug":"send-recurring-reports","status":"publish","type":"post","link":"https:\/\/smarterbusinessprocesses.com\/send-recurring-reports\/","title":{"rendered":"Send Recurring Reports","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-02e1657\" data-block-id=\"02e1657\"><p class=\"stk-block-text__text\">Its Top Tip Tuesday and today we are looking at an efficient way to schedule the sending of a recurring report using Smartsheet.<br><br>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.<br><br>To do this<br>1. Open the report<br>2. From the File Menu select Send as Attachment<br>3. Pop in the Email Address of the recipient<br>4. Select any PDF options<br>5. Click the blue link called Schedule and set the recurrence pattern.<br>6. Click OK then Send.<br><br>There, done! No more trying to remember to send things out.<br><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-2950817\" data-block-id=\"2950817\"><style>.stk-2950817 .stk-block-text__text{font-size:0.8em !important;}@media screen and (max-width:999px){.stk-2950817 .stk-block-text__text{font-size:0.8em !important;}}<\/style><p class=\"stk-block-text__text\">(Thanks to Co-Pilot AI for the image!)<\/p><\/div>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":8,"featured_media":24573,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[759],"tags":[],"class_list":["post-24572","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-tips"],"blocksy_meta":[],"featured_image_urls_v2":{"full":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports.jpeg",800,800,false],"thumbnail":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports-150x150.jpeg",150,150,true],"medium":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports-300x300.jpeg",300,300,true],"medium_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports-768x768.jpeg",768,768,true],"large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports.jpeg",800,800,false],"1536x1536":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports.jpeg",800,800,false],"2048x2048":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports.jpeg",800,800,false],"wp_review_small":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports-65x65.jpeg",65,65,true],"wp_review_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/06\/Recurrent-Reports-320x240.jpeg",320,240,true]},"post_excerpt_stackable_v2":"<p>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 this1. Open the report2. From the File Menu select Send as Attachment3. Pop in the Email Address of the recipient4. Select any PDF options5. Click the blue link called Schedule and set the recurrence pattern.6. Click OK&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/smarterbusinessprocesses.com\/category\/top-tips\/\" rel=\"category tag\">Top Tips<\/a>","author_info_v2":{"name":"mike_admin","url":"https:\/\/smarterbusinessprocesses.com\/author\/admin\/"},"comments_num_v2":"0 comments","gt_translate_keys":[{"key":"link","format":"url"}],"_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/24572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=24572"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/24572\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media\/24573"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=24572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=24572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=24572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}