Group in reports

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Jon Barto
Jon Barto ✭✭✭✭✭
edited 04/12/24 in Smartsheet Basics

Does anyone know if smartsheet is going to allow the ability to print, or even create a dynamic view of a group report?

This is hugely needed and I see people have been asking for this for years.

Or is there a work around on how I can get a group report to people who are not shared to the sheet. Or Would like the ability to send a group report via send as an attachment.

I think group reports were a great thing. But its like the idea and design from smartsheet went like 80% of the way there.

Does anyone else have the same issue? Any solution or work around?

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hey @Jon Barto

    You can share a Grouped Report on a Dashboard, then give users the ability to see that Dashboard! This will show them the Grouped Report without having them shared to the underlying sheet.

    If you print that Dashboard it will show the Grouping in that Report as well.

    Cheers,

    Genevieve

  • Jon Barto
    Jon Barto ✭✭✭✭✭
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    @Genevieve P.

    Thank you for your feed back. However that will not work. It requires way to much manual printing. There is no way to print and send as a pdf on a regular schedule like you can reports. We

    Also some of our group reports will not fit entirely on a dashboard. And there is no way possible to break them up into multi reports.

    So how do we achieve the abilty to see grouped reports on dynamic view, or export the reports on a schedule in group format?

    Don't understand why this has not been fixed. Its been years we all have been waiting for this update. Group reports are a great way to see data especially since we use smartsheet for construction project managing.


    Thanks