In reports, there is this awesome possibility to export the data. The data is then exported “only” as a raw Excel document.
It would be nice if this exported document could be configured to be more personalised to save some additional steps:
- the exported document could include the formulas used (e.g. as a last, separated line)
- I could add a logo or similar to the document
- I could format the table with borders etc.
- I could rename the columns to something other than the actual field names
This would be highly useful for reports that we have to send to external cooperation partners.
Yes,@Sarah Lane , exactly. The reason being that it would save some time. We currently have some templates ready in Excel where we can copy-paste the export in, but these features would save the steps of opening the template, opening the export, copy, paste, check position of sum/formulas, save as. All those steps would be omitted and therefore save quite some time for frequent exports.
I guess in further steps this would then be ideally combinable with the idea of automatic report exports:
https://community.pipefy.com/ideas/send-reports-automatically-on-a-preset-time-1035
Thank you,@genietim and @Sarah Lane . Let's involve the Reports PM, @Desirée Hoppe , to help you out with this. But, just for the record, I have just forwarded this feedback to our backlog for further analysis.
regards,
Giovanni