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Export formatted views from a matrix

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Deborah S Judy's profile image

Deborah S Judy on 15 May 2019 22:30:46

I have a matrix that has a defined hierarchy for drilling data: Division - Sales Team - Sales Rep - Project.

Need to be able to export a formatted/rolled up report at each of these levels, so that I can get a report where all projects and calculated data fields are appropriately rolled up for a Sales Rep, then rolled up by a SalesTeam, and finally rolled up by the Division.

When you export under current mode of summarized data the only difference is in columns shown, I want to impact the rows shown.

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Deborah S Judy's profile image Profile Picture

Deborah S Judy on 05 Jul 2020 23:48:51

RE: Export formatted views from a matrix

Forgot to add, that I really appreciate that the export contains the filter settings of the export.