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Per the 1.5 years of queries being made, I believe there is suitable interest from the Community that Smartsheet provides the basic functionality of being able to print a Grouped Report. The system currently reverts the Report to a basic Sheet when Print is selected. This is not suitable or acceptable.
We've stopped developing our Smartsheet documents due to this restriction and now sit in a holding pattern waiting for an update. - See Printing Grouped Reports - Page 3 — Smartsheet Community.
Chiming in on the absolute need (and corresponding absurdity that this does not already exist by now) for grouped and summarized reports to show up on exported documents. How long-term is this plan to include it as a feature?? I just upgraded my account to be able to use the group and summarize features, and totally feel like this not being included in print/export features is a bait and switch. Without it, an upgraded account it pointless. Please advise on timing.
Wanted to leave my opinion and agreement for the need of this basic function. It seems counterintuitive, to me anyway, that you can't export a PDF version of what you seen on your screen. While the abiltiy to share access to the report existis, this isn't always suitable. Hopefully we can get an update on this soon.
I did not occur to me that this would be an issue. The export of the report to pdf should not fundamentally change the display of the report. Leadership likes the group by and is disappointed in having been shown a feature that does not work on the export.
The inability to export the report to a pdf, in a way that looks like the report, is a bug. It mischaracterizes this to present a resolution to this request as an "improvement." Are we to understand that with the "On Radar ● Last Update 07/27/22" that this bug fix has been sitting idle for over two-years?
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
Has SS resolved this issue yet, It's been years that the request was made…
See to be pretty basic to print reports with all the sub totals…
Please update
Hoping that this could still be on the map sometime soon. It's the most frustrating part of the system.
Guys - another month ticks by without any progress. 😞
Well, there is one option available for people who really need to be able to print a grouped report. My team has built an addon for Smartsheet to print grouped reports, using our Advanced Document Generator.
Although the InfoSpark Advanced Document Generator can easily create grouped reports as either PDF or an MS Word document, it comes at a cost, which means that it's still not an option for people who need a free solution.
So let's keep voting for this feature - but if you absolutely must get a solution today, reach out to the InfoSpark team to get the Advanced Document Generator!
Regards,
Lindsay
I'm starting to think @Lindsay Whitbread that the fix is being ignored, as the 'solution' will involve the new Table View. It was alluded to back in February - https://www.smartsheet.com/content-center/product-news/product-releases/smartsheet-forward-february-13-2024
Here's hoping that the Table View may allow for Grouped Printing….but I'm not holding my breath.
This feature is needed asap
Fingers crossed @Richard Heath, but the Early Access version of Tables doesn't include grouping (yet).
I love the fact that reports have a Summary View but it won't be helpful to me until it is able to be printed and exported as such. I would really appreciate this improvement and it seems there are many more who would too.
Thanks
It's really depressing to see all the things I'm trying to acheive in smartsheet are currently not part of the functionality and a lot of these requests have there last official update over 2yrs ago. This one seems so simple, to be able to print the report exactly as you see it on screen. I'm starting to feel this is Not So Smartsheet.
I have 15 reports that my Construction team uses every month to allocate costs to different cost codes. The sums at the top of the report are what they use. But I cannot email that out when I export to the accountants every month, so I have an automation set to email them the excel files every month so they can add in their own formulas. This is SUPER disappointing that it has been YEARS that this has been requested and it is only just now on the roadmap to hopefully come out next year sometime.
When printing (or saving as a pdf) a report, the formatting applied to the report (such as "Group" or "Summarize") does not flow through to the printed version. This significantly decreases the value of the report as a communication / collaboration tool. I realize that there are workarounds such as creating a dashboard view of the report but these are extra steps that should not be necessary. Can this be added to future upgrades?
@Michelle Choate 2 for a use case like you described, possibly a workaround could be built using cross sheet references and some SUMIFS formulas. If you're willing to have a consultant look at your Smartsheet, reach out to solutions@infospark.com.au and one of the guys there will have a chat with you about your options. As part of that conversation, we could also have a chat about some cool ways that Smartsheet can be used to streamline cost code allocation.
Cheers,
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