Exporting a grouped report


#1

We are trying to export a grouped report. However, when you export the report to excel/PDF the data you’re grouping by is lost.

Is there any way around this/any way to keep the grouped information please?


#2

Do you “group by” in manipulate or in presentation?


#3

Presentation :slight_smile:


#4

This is a screenshot of an example I have. Cases with grouped view on Creation day.


Grouping is xls file. And in pdf.
Which KReporter version on which SuiteCRM and which Excel Version do you have?


#5

SuiteCRM 7.10.10
Kreports 4.4
Excel 2013


#6

I just tried an example with
SuiteCRM 7.10.10
Kreports 4.4
Excel 2010
it works.
I can’t test with excel 2013 but I am confident it works.
Would you try my example? It’s a list of opportunities grouped by expected close month.

Here is the mysql insert:
INSERT INTO kreports (id, name, date_entered, date_modified, modified_user_id, created_by, description, deleted, assigned_user_id, report_module, report_status, union_modules, reportoptions, listtype, listtypeproperties, selectionlimit, presentation_params, visualization_params, integration_params, wheregroups, whereconditions, listfields, unionlistfields, advancedoptions, category_id, category_priority) VALUES (‘88afbc4c-752e-487f-8ba1-7d402b0c4a25’, ‘Opps per expected close date’, ‘2019-03-02 21:40:06’, ‘2019-03-02 21:44:07’, ‘1’, ‘1’, NULL, 0, ‘1’, ‘Opportunities’, NULL, NULL, NULL, ‘grouped’, NULL, NULL, ‘{“plugin”:“grouped”,“pluginData”:{“groupedViewProperties”:{“groupById”:“ke11edb6444ab3e529e3a46cd3755”,“startcollapsed”:false}}}’, NULL, ‘{“activePlugins”:{“kexcelexport”:1}}’, ‘[{“unionid”:“root”,“id”:“root”,“groupid”:“root”,“type”:“AND”,“parent”:"-",“notexists”:""}]’, ‘[]’, ‘[{“fieldid”:“ke11edb6444ab3e529e3a46cd3755”,“path”:“root:Opportunities::field:date_closed”,“displaypath”:“Opportunities”,“fieldname”:“date_closed”,“name”:“Expected Close Date:”,“display”:“yes”,“sequence”:“01”,“width”:100,“sort”:“desc”,“sortpriority”:"",“jointype”:“required”,“sqlfunction”:"-",“summaryfunction”:"",“groupby”:“no”,“link”:“no”,“fixedvalue”:"",“customsqlfunction”:“ZGF0ZV9mb3JtYXQoe3R9LntmfSwgJyVZLSVtJyk=”,“id”:“SpiceCRM.KReporter.Designer.model.listFields-1”},{“fieldid”:“k0070ec1f31fbe757bd1409b6d55c”,“path”:“root:Opportunities::field:name”,“displaypath”:“Opportunities”,“fieldname”:“name”,“name”:“Opportunity Name:”,“display”:“yes”,“sequence”:“02”,“width”:100,“sort”:"-",“sortpriority”:"",“jointype”:“required”,“sqlfunction”:"-",“summaryfunction”:"",“groupby”:“no”,“link”:“no”,“fixedvalue”:"",“id”:“SpiceCRM.KReporter.Designer.model.listFields-2”},{“fieldid”:“kb6fa8253ca8c6318542e70461fb4”,“path”:“root:Opportunities::field:amount”,“displaypath”:“Opportunities”,“fieldname”:“amount”,“name”:“Opportunity Amount:”,“display”:“yes”,“sequence”:“03”,“width”:100,“sort”:"-",“sortpriority”:"",“jointype”:“required”,“sqlfunction”:"-",“summaryfunction”:"",“groupby”:“no”,“link”:“no”,“fixedvalue”:"",“id”:“SpiceCRM.KReporter.Designer.model.listFields-3”}]’, ‘[]’, NULL, ‘’, NULL);


#7

Thanks Val, looks like the problem is because of the version of excel that’s being used. Working for us too on Excel 2016.