Have embedded report show collapsed by default on dashboard

Andrea Zenner
Andrea Zenner ✭✭✭✭✭
edited 12/16/20 in Smartsheet Basics


I have a report that makes use of the new grouping functionality. I have it embedded on a dashboard (since use of the filters and grouping is not quite ready for prime time with the report app).

Even if I collapse all of the groupings in the report before saving, it still renders as completely expanded when embedded on the dashboard.

Is there a way to set it so it defaults to collapsed?

Best Answer

  • Purnima Gore
    Purnima Gore ✭✭✭✭✭✭
    Answer ✓


    When you create the grouping there is an option to have it shown as expanded or collapsed.

    See if it works when you choose the collapsed view in the option.

    Then see once you expand it , if it opens again it goes back to the state where you started. I haven't embedded it anywhere yet, but it seems to keep the default set when I go back to it.

    Kind regards


    Purnima Gore

    Cierr Limited

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