Smartsheet Excel Export Summarized Stakeholder Report Fast
Export summarized stakeholder reports to Excel with groups and totals intact.
- •SSFeatures preserves grouped rows and summary totals when exporting stakeholder reports so stakeholders see the same totals and structure in Excel.
- •Include column descriptions, add an "Is Grouped Row?" column, and style grouped cells for clear printing and sharing.
- •Work confidently with fewer errors and more control.
I'm going to show you how to export a Smartsheet Report to Excel, including groups and summaries. First download SSFeatures. Open your Report. In this example, my report has one group and one summary. Click the SSFeatures button at the top. Click \"Export to Excel\". Click \"OK\". SSFeatures will create an Excel file for you with all of your reports data, including groups and summaries. This is incredibly useful. Now you can export your reports exactly the way that you see them in Smartsheet.
Use Cases
Sharing Reports with Clients - Export grouped and summarized reports to Excel while keeping totals, headers, and formatting intact for professional client presentations.
Team Reporting - Provide accurate Excel files to teammates that look exactly like the Smartsheet reports they rely on, without losing structure or data.
Advanced Data Processing - Use customization options like the 'Is Grouped Row?' column to enable filtering, pivoting, or automation in Excel after exporting.
Frequently Asked Questions
Smartsheet’s exporter removes grouped rows, summaries, and column descriptions. SSFeatures’ exporter keeps everything intact, so the Excel file looks just like your Smartsheet report.
Yes. You can set border colors, include column descriptions, and format grouped rows with bold, italics, and custom colors. These options give you more control over how your report looks in Excel.
Yes. All exporting happens directly in your browser, and no data is ever sent to external servers. The Excel workbook is generated locally and saved to your computer, keeping your information private.
SSFeatures has a 30-day free trial, so that you can try out all of the features of SSFeatures. You don't need a credit card. Just download the extension and start using SSFeatures, then your free trial will start automatically.
No, you do not need to provide credit card information or create an account. Simply download SSFeatures, start using Smartsheet, and then the free trial will begin.
Yes, SSFeatures is very safe. Here's why:
1. Your data stays private. SSFeatures runs inside your browser. It never sends your Smartsheet data to any outside server. Your info never leaves your computer.
2. Your settings are stored only in your browser. This means better privacy. If you uninstall the extension, you'll need to set it up again, but that's a fair trade to keep your info safe.
3. No API key needed. SSFeatures works with the page you're on, nothing more.
4. We're a Smartsheet Tech Partner. That means we work closely with Smartsheet to make sure our tools are safe and helpful.
5. You can check our code. SSFeatures is available on Chrome, Edge, Safari, and Firefox. All browser extensions must pass strict checks, and you can inspect our code yourself.
Learn more on our Security Page.
1. Your data stays private. SSFeatures runs inside your browser. It never sends your Smartsheet data to any outside server. Your info never leaves your computer.
2. Your settings are stored only in your browser. This means better privacy. If you uninstall the extension, you'll need to set it up again, but that's a fair trade to keep your info safe.
3. No API key needed. SSFeatures works with the page you're on, nothing more.
4. We're a Smartsheet Tech Partner. That means we work closely with Smartsheet to make sure our tools are safe and helpful.
5. You can check our code. SSFeatures is available on Chrome, Edge, Safari, and Firefox. All browser extensions must pass strict checks, and you can inspect our code yourself.
Learn more on our Security Page.
Thousands of Smartsheet users across many industries use SSFeatures every day.
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Are you tired of wasting hours in Smartsheet doing the same tedious steps?
SSFeatures makes Smartsheet faster, smarter, and easier to use.
It's a simple browser extension, packed with powerful tools that save you hours every week.
Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox.
Save hours every week in Smartsheet! Try SSFeatures free today!
Hide / Unhide Columns
Instantly hide and unhide specific columns.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export PDFs with grouped and summarized data, which is impossible without SSFeatures.
Import Data Into an Existing Sheet
Import data directly into your sheet, without needing to create a new sheet every time.
Copy and Paste Automation Workflows
Copy workflows between sheets, without tedious manual work.
Hear what users say
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
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Related Resources
| Export Smartsheet to Excel | Export Smartsheet sheets and reports to Excel format, including grouped and summarized data. |
| Save Smartsheet to Excel - Preserve Groups & Formatting | Save Smartsheet to Excel without losing groups or summaries. SSFeatures preserves grouping and totals so your Excel exports mirror Smartsheet. Get SSFeatures. |
| Download Smartsheet to Excel - Keep Groups & Summaries | Download Smartsheet to Excel with SSFeatures and keep groups, summaries and column descriptions intact. Export Excel files that match Smartsheet. Try now. |
| Smartsheet Excel Export Summarized Outcome Sheet - Keep Data | Use Smartsheet Excel Export Summarized Outcome Sheet to export summarized sheets to Excel without losing groups, totals, or column descriptions. Try SSFeatures. |
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