Exporting to Excel for Sheets and Reports in Smartsheet

SSFeatures provides an Excel exporter for reports, that supports "grouped" data, "summarized" data, and column descriptions, making it easy to print, email, download, and share this data with others.

The Problem

Smartsheet's report Excel exporter currently doesn't support "Group" or "Summary" features. The exported Excel workbook reverts the report and doesn't include the grouped rows, cells, or summaries. Additionally, the exporter doesn't support column descriptions.

For example, the report shown below groups data by customers, then sums the number of fruits purchased. Rows like "Total", "Customer", and cells like "Sum" are crucial to the report's meaning.

Report example

The exported Excel workbook ignores these groups and summaries, as shown below.

Smartsheet exported Excel workbook

Notice that all of the header rows are missing, including the "Sum" cells.

The Solution with SSFeatures' Excel Exporter

SSFeatures' Excel exporter fully supports "grouped" and "summarized" reports, ensuring that no data is skipped. The exported Excel workbook maintains the exact formatting and structure of your original report.

Supports "normal", "grouped", and "summarized" reports.
Supports Excel exporting, printing, and emailing the data with correct formatting.
Preserves all dimensions and data without reverting any part of the report.

For example, here's the same report exported using SSFeatures' Excel exporter.

SSFeatures exported Excel workbook

Notice that none of the rows or cells are missing, and the Excel workbook closely resembles the original report.

Excel Exporter Customization

SSFeatures gives you customization options when exporting a workbook.

In a Sheet, you can choose to:

Set the border colors for normal cells.
Include a row that shows each column's description.

Sheet customization settings

In a report, you can choose to:

Set the colors, bold, and italics for grouped cells.
Choose the colors for normal cells.
Include an "Is Grouped Row?" column. This will show "TRUE" for grouped rows and "FALSE" for normal rows. This is helpful if you want to do extra processing or filtering in Excel after the export.

Report customization settings

Demo Video

Frequently Asked Questions

Can you tell me more about the security and privacy of this feature?
- SSFeatures exports the Excel workbook entirely within your browser, ensuring that no data is sent to our servers or databases. Once the Excel workbook is created, it downloads the file to your computer. Your data remains secure and private within your browser.