Provide users with the ability to Print a Grouped Report

S-Jacob

I did not occur to me that this would be an issue. The export of the report to pdf should not fundamentally change the display of the report. Leadership likes the group by and is disappointed in having been shown a feature that does not work on the export.

The inability to export the report to a pdf, in a way that looks like the report, is a bug. It mischaracterizes this to present a resolution to this request as an "improvement." Are we to understand that with the "On Radar ● Last Update 07/27/22" that this bug fix has been sitting idle for over two-years?

Enaph

Has SS resolved this issue yet, It's been years that the request was made…

See to be pretty basic to print reports with all the sub totals…

Please update

EJMcDonald

Hoping that this could still be on the map sometime soon. It's the most frustrating part of the system.

Lindsay Whitbread

Guys - another month ticks by without any progress. 😞

Well, there is one option available for people who really need to be able to print a grouped report.

My team has built an addon for Smartsheet to print grouped reports, using our Advanced Document Generator.

Although the InfoSpark Advanced Document Generator can easily create grouped reports as either PDF or an MS Word document, it comes at a cost, which means that it's still not an option for people who need a free solution.

So let's keep voting for this feature - but if you absolutely must get a solution today, reach out to the InfoSpark team to get the Advanced Document Generator!

Regards,

Lindsay

Richard Heath

I'm starting to think @Lindsay Whitbread that the fix is being ignored, as the 'solution' will involve the new Table View. It was alluded to back in February - https://www.smartsheet.com/content-center/product-news/product-releases/smartsheet-forward-february-13-2024

Here's hoping that the Table View may allow for Grouped Printing….but I'm not holding my breath.

FA_payc

This feature is needed asap

Lindsay Whitbread

Fingers crossed @Richard Heath, but the Early Access version of Tables doesn't include grouping (yet).

Heather C

I love the fact that reports have a Summary View but it won't be helpful to me until it is able to be printed and exported as such. I would really appreciate this improvement and it seems there are many more who would too.

Thanks

JenO

It's really depressing to see all the things I'm trying to acheive in smartsheet are currently not part of the functionality and a lot of these requests have there last official update over 2yrs ago. This one seems so simple, to be able to print the report exactly as you see it on screen. I'm starting to feel this is Not So Smartsheet.

Michelle Choate 2

I have 15 reports that my Construction team uses every month to allocate costs to different cost codes. The sums at the top of the report are what they use. But I cannot email that out when I export to the accountants every month, so I have an automation set to email them the excel files every month so they can add in their own formulas. This is SUPER disappointing that it has been YEARS that this has been requested and it is only just now on the roadmap to hopefully come out next year sometime.

Mike Ferringer

When printing (or saving as a pdf) a report, the formatting applied to the report (such as "Group" or "Summarize") does not flow through to the printed version. This significantly decreases the value of the report as a communication / collaboration tool. I realize that there are workarounds such as creating a dashboard view of the report but these are extra steps that should not be necessary. Can this be added to future upgrades?

Lindsay Whitbread

@Michelle Choate 2 for a use case like you described, possibly a workaround could be built using cross sheet references and some SUMIFS formulas.

If you're willing to have a consultant look at your Smartsheet, reach out to solutions@infospark.com.au and one of the guys there will have a chat with you about your options. As part of that conversation, we could also have a chat about some cool ways that Smartsheet can be used to streamline cost code allocation.

Cheers,

Lindsay

SSFeatures

I created a browser extension and implemented a new PDF generator to solve this problem. You can click here to download the browser extension.

Then click the "SSFeatures" button at the top, and then click "Generate PDF".

Here is an example of what the generated PDF looks like, notice how it has all of the grouped and summary rows:

I'm constantly improving this PDF generator and adding new features to the extension, so if you have any feedback, feel free to respond here, or email me at nathan@ssfeatures.com.

I hope some of you find this useful!

Michelle Choate 2

@Lindsay Whitbread - I am also a consultant. Thanks for the offer tho! There is also @SSFeatures that offers a print grouped report option if I needed that. But the work arounds I have implemented are sufficient. I was just expressing my displeasure with the fact that Smartsheet had not yet created the option for the formulas in the reports to be exported in this features update request.

Julie Becker

https://community.smartsheet.com/discussion/comment/342206#Comment_342206

@Genevieve P. - Please give us an update on this subject or provide us with a contact (manager) who CAN assist us with this rediculous unanswered basic issues.

Providing generic responses with 🚫 NO follow-up, is becoming a reoccuring theme of SS, making it easier for some of us to just 🏃‍♀️LEAVE the Software for something more functional/useful/$$. Its VERY sad that people have to develop add-ons for your product to address basic core features that other platforms are currently providing for FREE. 😤