Exports to Excel the details of the report but I need summary

The trouble I am having is that I have a drilldown report that exports the detail to Excel, but I want the summary exported to Excel.

I perform the following steps but get wrong results. Please help me identify the correct steps for the correct results. Thanks you.

1) Select Matrix.

2) Right click, select Properties.

3) Select tab Groups.

4) Select item in Columns list, click Edit.

5) Select tab Visibility.

6) Select Initial visibility: Hidden, and click okay to the Grouping and Sorting dialog box.

Now I can export summary to Excel okay, but now I can not expand the summary in the report itself, so I do the following:

7) Do one through six above (but do not close dialog box), then click visibility can be toggled by another report item.

8) Select the report item in the Report Item drop down list.

Now the report functions normally in the Reporting Services report web page, but when I export on the summary level, again it exports the detail to Excel, but what I want it to export is the summary.

Ideas?

Is this forum active? Only when the drilldown functionality is disabled does the summary export to excel, even though the summary column is calculated from the underlying detail columns. As soon as the drilldown feature is enabled, then the export to excel generates the detail data, even though it is the summary being displayed in the Reporting Services report at the time of the export. Ideas? Anyone?|||

http://msdn2.microsoft.com/en-us/library/aa178935(SQL.80).aspx

I believe I found the answer to the question of why this report is exporting to the detail. Click on the link above peruse down to this comment, here:

“For matrices, if the matrix is collapsed when viewed in HTML, exporting to Excel expands it. All rows and columns are visible. ”

Part of my confusion comes from being told by the users that this used to work prior to the service pack 2 upgrade. However, I suspect that the summary was never exported to Excel, even prior to the upgrade.

To export with the appropriate summary, I am recommending that the report move from implementing a matrix, to implementing a table for drilldown.