Reports - Send as Attachment - missing Group and Summary

TerryVR
TerryVR ✭✭
edited 08/01/22 in Smartsheet Basics

I use the Send as Attachment function to update several leaders in our company. I have tried the PDF and XLS versions but have a problem. All off the Grouping and Summaries in the report are stripped out. Is there a way to generate the Send and keep the Group and Summary data?

Answers

  • Andrée Starå
    Andrée Starå Community Champion

    Hi @TerryVR

    I hope you're well and safe!

    Unfortunately, not yet.

    To add your vote! Provide users with the ability to Print a Grouped Report — Smartsheet Community

    Here's a possible workaround or workarounds

    • Add the Report to a Dashboard, save it as a PDF, and then send it.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • I too would like to have an option for the report to be able to be sent out with the groupings and summary included. The dashboard way doesn't work because I cannot automate it to be send automatically. The grouping is important because I have data from multiple projects and without that label you can not identify what task went with each project.

  • SSFeatures
    SSFeatures ✭✭✭✭✭

    Hi @TerryVR, @snagyGilmore,

    I created a browser extension and implemented a new PDF generator to solve this problem. You can click here to download the browser extension.

    Then click the "SSFeatures" button at the top, and then click "Generate PDF".

    ssfeatures-pdf-generator.png

    Here is an example of what the generated PDF looks like, notice how it has all of the grouped and summary rows:

    ssfeatures-pdf-generator-output.png

    If you have any feedback, feel free to respond here, or email me at nathan@ssfeatures.com.

    I hope this works for you!

    Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)

    SSFeatures empowers Smartsheet by adding essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.