Sending a Summary Report

SSK_REGN

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?

Andrée Starå

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

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Andrée Starå

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!

SSK_REGN

Thanks Andrea for clarifying. But this is a bummer!!!!

Andrée Starå

@SSK_REGN

You're more than welcome!

Yes, let's hope it gets added soon.