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Question

report totals not showing in Excel when saving as spreadsheet

  • May 27, 2014
  • 0 replies
  • 206 views

When you save a report as a spreadsheet the totals on the report are not saved in excel? Why is that? Is there a way to get the totals on the report into Excel?

Thank you

This topic has been closed for replies.

To export totals, you will need to replicate your report as a summary report, which is a different report type.

It's not possible to export detail and summary off the same report.

  • Registered
  • February 10, 2015
I have a similar problem and the report is a summary report.  Any idea what may be causing that?

Are you the administrator of the app?  The App properties can be set to only allow the Administrator to export.  Is that a possible cause?

  • Registered
  • February 10, 2015
Unfortunately not.  I am an admin for the App.

Is this a Summary report?  Or is this a "Table report" which is only showing the Group By subtotals.  If its the latter, then you need to make a real Summary Report.

  • Registered
  • February 11, 2015
It's type is listed as a Summary report but I could be missing something else.  Is there a way for it's type to be listed as summary but it to be functioning as a table?

  • Registered
  • February 20, 2015
I have the same issue and it is a summary report. Could this be because it is an old report that I might have to recreate? If so this will be painful

i have same issue too. Its a summary report but not showing total in save as spreadsheet.

The Grand Totals do not show in the export of a Summary Report.  You need to add them back yourself by excel SUM formula.

  • Registered
  • December 6, 2018
Why 4 years later is this still not a feature? It seems like such a massive oversight. Half the point of summary reports is to break a grand total down into sub-categories but that doesn't mean that I don't still want to see the grand total when I export it to Excel. Having to do it manually seems unnecessary.

  • Registered
  • December 6, 2018
You can do this with script. Here is a five minute effort achieved by manually pasting a short script into the console and loading the resulting file into OpenOffice's Calc (or Excel)




Script:
var content = $('<div>').append($("table.searchResults").clone()).html();
var filename = "myfile.html"
function download(filename, content) {
  var blob = new Blob([content]);
  var a = document.createElement("a");
  a.href = window.URL.createObjectURL(blob); 
  a.download = filename;
  a.style.display = "none";
  document.body.appendChild(a);
  a.click();
}
download(filename, content);
In general you can download anything your want in any format you want using script and you can get an fancy or as automated as you want.

I did this from the console because as it is the fastest way to produce the result. However, it is a simple matter to integrate the script into a workflow that melds seamlessly with the GUI.

My advice is to embrace the script into your life and forgo the pain and suffering of waiting four years for a feature that may or may not show up.

Pastie Database
https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=699