Grouping in reports is gone when sending it via email as excel spreadsheet?

Primoz

I made a report and grouped values in the report. When sending it via email as an excel spreadsheet, I get raw excel file, with no grouping/filters applied. Any ideas?

Andrée Starå

Hi @Primoz

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment. (there should already be at least one)

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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SSFeatures

Hi @Primoz,

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".

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

I hope this PDF generator solves the issue for you! Please let me know if you have any feedback!

Primoz

Hi SSFeatures,

Thanks for the feedback and solution. I have a bit of a problem as I am on free trial and it doesn't allow me to generate a PDF.

Screenshot 2024-11-21 at 11.42.05.png