Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

exporting a layout with grouped data to PDF


This topic is 6083 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I would like to export a layout that has grouped data (grouped by salesperson) into PDF so that the the "Sub Summary when sorted by" field shows. I am not sure if there is a way to do this or not.

I want to set-up a way to have our Admin Assistant be able to run a script for tomorrow's leads, group it by salesperson and time (which I have done), and then somehow put that into an e-mail to everyone. The only way I can figure to do this is by exporting it into a file and then e-mailing that file to everyone (done in a script). When I try to export though it does not give you the sub-group headers -- only the fields in the body. Any advice?

Posted

There may be an easier way in 8, but the way I would do this is by printing a report to PDF995 (or something similar) and then attaching it to the email.

This topic is 6083 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.