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Report is Collapsed But Becomes Expanded when Exporting As PDF

edited Jun 2, 2025 2:25PM in Ask A Guru 5 comments

I have a Sales By Customer Report set up so that every time I manually generate the report it shows as collapsed - one line per customer which is a total of all the customer's invoices. Under "Customize - More Options" I have the "Expand Level" option set as "Collapse All". When the report is exported to pdf by clicking the "Export to PDF" icon on the bottom, it also creates the same summarized report in pdf format as expected.

However, if I email the same report by clicking the "Email" icon on the bottom under the "Message" sub-tab and choosing the pdf format, the email arrives with the pdf attachment in detail - with a separate line for each invoice.

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