Sending a Summary Report
After creating a Summary report using the "group" feature, when you send the "report as attachment" (from the File menu) to someone, the recipient always gets a listing report. The grouping and summary info disappears completely! Is this the expected behaviour?
Best Answer
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Hi @SSK_REGN
Unfortunately, yes, it is. It's coming to Dashboards, so I expect it to be coming to the send option as well, but letting the Smartsheet Team know that it's something requested.
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @SSK_REGN
Unfortunately, yes, it is. It's coming to Dashboards, so I expect it to be coming to the send option as well, but letting the Smartsheet Team know that it's something requested.
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks Andrea for clarifying. But this is a bummer!!!!
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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