Is it possible to schedule send an Excel attachment with collapsed groups?

jordan.navarro23

I'm trying to send an Excel attachment once per month from a row report that includes collapsed groups, but when the recipient downloads the attachment, the groups aren't collapsed like they appear on the live report. The data needs to be subtotaled by cost center - which could change every month, so a summary report is out of the question - and the groups need to be collapsed so the recipient doesn't see all the individual rows that comprise each subtotal.

Any help would be much appreciated. Thanks!

Michelle Choate 2

Have you tried pulling out what you need into a report then exporting the report to send each month?

jordan.navarro23

That's exactly what I'm doing :) the problem is getting it to export with the collapsed groups I set up on the report. In other words, all the groups are expanded when you download the Excel attachment, but I need them collapsed.