SQL Server guide

Send report via email


Sends a report as an email attachment (PDF or Excel) to a list of emails or groups.

Standard SQL query example

This is the base query accepted by the connector. To execute it in SQL Server, you have to pass it to the Data Gateway via a Linked Server. See how to accomplish this using the examples below.

SELECT * FROM send_report_email
WITH(
	  ReportId='2972339541069700'
	, Subject='Test report'
	, Message='This email contains report attachment'
	, CcMe='true'
	, PaperSize='LETTER'
	, SendToEmails='bob@mycompany.com~sam@mycompany.com'
	--OR (Emails or Group only - one allowed)
	--, SendToGroups='10022222001~10333330002'
)

Using OPENQUERY in SQL Server

SELECT * FROM OPENQUERY([LS_TO_SMARTSHEET_IN_GATEWAY], 'SELECT * FROM send_report_email
WITH(
	  ReportId=''2972339541069700''
	, Subject=''Test report''
	, Message=''This email contains report attachment''
	, CcMe=''true''
	, PaperSize=''LETTER''
	, SendToEmails=''bob@mycompany.com~sam@mycompany.com''
	--OR (Emails or Group only - one allowed)
	--, SendToGroups=''10022222001~10333330002''
)')

Using EXEC in SQL Server (handling larger SQL text)

The major drawback of OPENQUERY is its inability to incorporate variables within SQL statements. This often leads to the use of cumbersome dynamic SQL (with numerous ticks and escape characters).

Fortunately, starting with SQL 2005 and onwards, you can utilize the EXEC (your_sql) AT [LS_TO_SMARTSHEET_IN_GATEWAY] syntax.

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * FROM send_report_email
WITH(
	  ReportId=''2972339541069700''
	, Subject=''Test report''
	, Message=''This email contains report attachment''
	, CcMe=''true''
	, PaperSize=''LETTER''
	, SendToEmails=''bob@mycompany.com~sam@mycompany.com''
	--OR (Emails or Group only - one allowed)
	--, SendToGroups=''10022222001~10333330002''
)'
EXEC (@MyQuery) AT [LS_TO_SMARTSHEET_IN_GATEWAY]