How do I get Summary Totals to appear on the pdf attachment?

11/02/21
Answered - Pending Review

I love the enhanced report features with the grouping and summary totals. But when I send this as an attachment, they disappear? Is there a way to print and save the report to an attachment so that it presents the designed view?

Thanks for your help!

Sheila

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Answers

  • Hi @Sheila Julien

    I'm glad to hear that the Grouping and Summary has been useful for you! This new feature currently isn't available to export, as you've found. Please let the Product team know about your use-case and request by filling in this form, here.

    Cheers,

    Genevieve

  • Christina.RChristina.R ✭✭✭✭✭

    Hi @Genevieve P.

    I read somewhere in the community that the product team will have this feature by the end of Jan. Just wondering do you have any update on it? Is there a way to work on it for now? The report I have has 23 source sheets, so if it might be troublesome use the cross sheet formula.

    Thank you.

  • Hi @Christina Lam

    Exporting Reports with Grouping and Summary applied isn't currently possible yet and I don't have an ETA for when this feature may be available.

    Please add your voice to the feedback on this feature, explaining your use-case and process, as I'm sure the Product team would be interested to hear from you!

    If you have this Report housed on a Dashboard as a Report Widget, this Dashboard could be exported as a PDF, if that helps.

    Cheers,

    Genevieve

  • Christina.RChristina.R ✭✭✭✭✭

    @Genevieve P.

    Thanks for getting back to me.

    Good to know that dashboard can also be exported as PDF, however, I don't see it option to schedule an auto-send as an attachment for every week. Could you please guide me thru?

    Appreciate your help.

  • Hi @Christina Lam

    The automatic recurring email PDF attachment function is specific to Sheets and Reports, Dashboards do not currently have this ability so it would need to be a manual download.

  • Christina.RChristina.R ✭✭✭✭✭

    Hi @Genevieve P.

    Thanks, but that wouldn't work.

    Thanks for getting back to me tho.

  • Also interested in this feature.

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