Grouping in reports is gone when sending it via email as excel spreadsheet?
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?
Answers
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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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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds 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.
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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.
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Hi @Primoz, you should be able to generate the PDF on the free trial, since the free trial gives access to all features.
If you open a Report, do you see this button here:
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds 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.
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Hi,
The problem stil lexists.
