I have a worksheet for each coaching session I have across various clients. I also have a column with a link to notes for each session. At the end of the month I would like to provide an email of “what we did this month”. I would love to have some of the data from the worksheet in a view I could share without fear that they see other people’s work. I know how to create views to filter and sort but there is no easy “cut/paste” way to put this in an email. And the sharing of the view would show everyone’s work. Any help would be appreciated.
