Report Grouping Summary Rows in Dashboard & Attachements

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Is there any update on when reports might keep the grouping/summary rows when sent as an attachment or displaying on a dashboard? I remember hearing this was 'in the works' back in February.

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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Hi @sdonnelly

    Hope you are fine, Unfortunately, there is no specific date announced for when this feature will be launched.

    PMP Certified

    bassam.khalil2009@gmail.com

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  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @sdonnelly

    @Bassam Khalil is correct in regards to exporting a Report with Grouping and Summary, however you can display the Grouping and Summary in a Report Widget on a Dashboard! Here's the release note on this feature. You can even toggle on a setting that says "Collapse Grouped Report" if the only data you want to display are the Summary lines.

    Cheers,

    Genevieve

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓
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    Hi @sdonnelly

    Hope you are fine, Unfortunately, there is no specific date announced for when this feature will be launched.

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Hi @sdonnelly

    @Bassam Khalil is correct in regards to exporting a Report with Grouping and Summary, however you can display the Grouping and Summary in a Report Widget on a Dashboard! Here's the release note on this feature. You can even toggle on a setting that says "Collapse Grouped Report" if the only data you want to display are the Summary lines.

    Cheers,

    Genevieve

  • Sarah Donnelly
    Sarah Donnelly ✭✭✭✭✭
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    @Bassam Khalil @Genevieve P Thank you both for your replies. I will look into the report widget release notes. That may help temporarily. I did submit an enhancement request back in February about keeping the grouping and summary rows for exported reports (pdf and excel). I will keep hoping that will happen soon.

  • Richard Heath
    Richard Heath ✭✭✭✭✭✭
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    Hi @Sarah Donnelly . I've been waiting for this same feature too for some time.

    The new reports are great and very powerful, but unless we can Export via PDF inclusive of the Summary lines they are pretty much useless (to us). We use Sheets internally to process our data with the expectation that the Reports cleans up this data in a presentable manner for issuing to our Clients. We can't do this, short of Screen-shots/Snips which is less than ideal.