Group in reports

Jon Barto · 04/12/24

Does anyone know if smartsheet is going to allow the ability to print, or even create a dynamic view of a group report?

This is hugely needed and I see people have been asking for this for years.

Or is there a work around on how I can get a group report to people who are not shared to the sheet. Or Would like the ability to send a group report via send as an attachment.

I think group reports were a great thing. But its like the idea and design from smartsheet went like 80% of the way there.

Does anyone else have the same issue? Any solution or work around?

Genevieve P. · 04/16/24

Hey @Jon Barto

You can share a Grouped Report on a Dashboard, then give users the ability to see that Dashboard! This will show them the Grouped Report without having them shared to the underlying sheet.

Build report widgets | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482269-using-report-widgets

Users shared to the dashboard don't always need access to the underlying sheets to see the content of the report.

If you print that Dashboard it will show the Grouping in that Report as well.

Cheers,

Genevieve

Jon Barto · 04/16/24

@Genevieve P.

Thank you for your feed back. However that will not work. It requires way to much manual printing. There is no way to print and send as a pdf on a regular schedule like you can reports. We

Also some of our group reports will not fit entirely on a dashboard. And there is no way possible to break them up into multi reports.

So how do we achieve the abilty to see grouped reports on dynamic view, or export the reports on a schedule in group format?

Don't understand why this has not been fixed. Its been years we all have been waiting for this update. Group reports are a great way to see data especially since we use smartsheet for construction project managing.

Thanks

Jon Barto · 07/29/24

@Genevieve P.

I would like to circle back to your comment from 4-16-24. You mentioned about sharing a group report on a dashboard then share the dashboard. (and you said this can be done without sharing the sheet)

However how is this possible. because if they are not shared to the sheet they will not see any data on the report. Correct???

Genevieve P. · 07/30/24

Hi @Jon Barto

My apologies for missing your earlier tag!

Adding a Report to a Dashboard is a way to share Report information without sharing the underlying sheet. 🙂 This is because you can set the widget to be configured as if it's the widget owner/editor who is always looking at the content.

Here's more information: Control widget content when source is a report | Smartsheet Learning Center

Cheers,
Genevieve

steve brown · 08/11/24

3 years of requests for this feature??? Without it "reports" are nearly useless to output info??? Good grief, Smartsheet, wake up! I have wasted hundreds of hours assembling info on a project I have now no way to output in a useful format for a businesslike application. Very displeased.

steve brown · 08/11/24

I guess I will abandon Smartsheet, output the info to Excel, and solve it there. Really disappointed. I will not recommend Smartsheet to others.

SSFeatures · 11/18/24

Hi @Jon Barto and @steve brown, 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 that this solves the issue. If you have any feedback for the PDF generator or any other features please let me know. You can email me directly at nathan@ssfeatures.com or just respond to this thread.

Thanks!

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Group in reports

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