Also waiting for a solution to this for years. For small reports I can sometimes screenshot what I need but that is a very primitive workaround.
I made a report and grouped values in the report. When sending it via email as an Excel spreadsheet, I get a raw Excel file with no grouping/filters applied.
Probably a quick fix for SS dev team.
Best regards,
Primoz
Just for some technical background about why this is kinda difficult for the SmartSheet dev team.
When you generate PDFs using the SmartSheet generator, they send the request to the server and then the server generates the PDF and sends the data back to your browser.
This means that the server must recreate the entire report's layout, including groupings and summaries, all of the formatting, all of the cells, etc. It requires adding a bunch of code to the server, to replicate what the SmartSheet app is already doing.
The reason SmartSheet chose to implement it this way is that it keeps the SmartSheet app smaller (faster load times) and it makes generating PDFs faster since the server has more resources than the browser.
The downside is that they essentially have to implement everything twice. Once for the browser, and once in the server to handle the PDF generation.
For SSFeatures, I implemented the PDF generator directly in the browser. So I'm just grabbing all of the data straight from the SmartSheet application and putting it into the PDF generator. This is great because the app already has all of the formatting, grouped data, summary data, cell data, etc. So it's very easy for me to expand the SSFeatures PDF generator whenever SmartSheet adds new features.
I was surprised when I realized that they generate the PDFs on the server.
I hope this helps explain some of the technical hurdles!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com)
SSFeatures - The browser extension that adds more features into SmartSheet.