Grouping causes "name" to not show in export

I have a report that pulls participants under various managers. Each manager has their own report, and the report is sorted/grouped by employee (see image 1 below). The problem I am having is when I export the report in excel or PDF- it doesn't show any names unnder the employee column (see image 2 below).


I can't figure out why this is happening. My managers need to be able to pull the report (or I send it automatically to them), but this view does them no good. Any ideas on how to have the exports reflect the same as showing in the report within Smartsheet?


Image 1


Image 2



Jacque Smith

Project Controls, MSR-FSR

Answers

  • jacquedale
    jacquedale ✭✭✭✭✭

    Nevermind, I solved my own problem. Just in case someone else has a similar issue- I will leave this post and add my "fix".

    From my images: the "employee" column was the primary on the report and not from the source sheet. I add the "name" column (which is in the source sheet) and hid the report's primary column (see below). This allowed for the grouping to still happen but now each line item shows the appropriate employee.



    Jacque Smith

    Project Controls, MSR-FSR