I have three sheets in my monthly financials..a Summary Income Statement, a Detailed Income Statement, and a Balance Sheet. I export all 3 individually and then copy/paste them into one spreadsheet for ease of sending to external readers.

After the recent updates, the statements loose some of the formatting in the copy/paste process. Is there a better way that I can do this?

Use a Statement Group and create the Workbook in a single click. To find out how, watch the "Adagio Financial Reporter - Statement Groups" "Show me how.." video on the Tech Tips page.

Great, I will give a try. Thank you!

Lise

Good morning
I was successful in using the Statement Group for some of my reports. I have others that have an expanded sheet and a non-expanded sheet in the same file, so it either works for one but not the other when exported at the same time. Is there a way around that?

Thanks
Lise

Lise:

You have a financial statement workbook with 2 sheets, one that should be expanded and one that shouldn't?

You need to have 2 "items" in your Statement Group. They should both specify the same statement filename. In the first one, put a checkmark on the sheet(s) that you want to expand (in the "Tabs" selection box on the right) and put a checkmark on the "Expand Smartsheet" option. in the next item select the sheet(s) you don't want to expand and make certain there is no checkmark on "Expand Smartsheets".

Your question was correct, and the solution worked well!

Thank you
Lise

Lise: That's good news - thank you for updating us.