Reports - Send as Attachment - missing Group and Summary

TerryVR

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?

Andrée Starå

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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snagyGilmore

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.