Generating PDFs for Reports in Smartsheet
The Problem
The Solution with SSFeatures PDF Generator
PDF Generation Customization
Demo Video
Frequently Asked Questions

Generating PDFs for Reports in Smartsheet

SSFeatures provides a PDF generator for reports, that supports "grouped" and "summarized" data, making it easy to print, email, download, and share this data with others.

The Problem

Smartsheet's report PDF generator currently doesn't support "Group" or "Summary" features. The generated PDF reverts the report and doesn't include the grouped rows, cells, or summaries.

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 generated PDF ignores these groups and summaries, as shown below.

Smartsheet generated PDF

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

The Solution with SSFeatures' PDF Generator

SSFeatures' PDF generator fully supports "grouped" and "summarized" reports, ensuring that no data is skipped. The generated PDF maintains the exact formatting and structure of your original report.

  • Supports "normal", "grouped", and "summarized" reports.
  • Supports PDF generation, 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 generated using SSFeatures' PDF generator.

SSFeatures generated PDF

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

PDF Generation Customization

SSFeatures offers the same customization options as Smartsheet’s native PDF generator, including paper size, margins, orientation, scaling, logos, sheet name, row numbers, timestamps, page numbers, and header notes.

PDF customization settings

Demo Video

Frequently Asked Questions

  • Can you tell me more about the security and privacy of this feature?

    • SSFeatures generates the PDF entirely within your browser, ensuring that no data is sent to our servers or databases. Once the PDF is created, it opens in a new tab for downloading. Your data remains secure and private within your browser.