Is there any way I can send the report page as a PDF instead of an Excel file? Furthermore, allow me to put a header at the top instead of using a count tool, and allow me to add midheaders throughout, like 'storm' or 'water,' or a way to break it into groups and Job Name on top.

Hi Rick, I have had good fortune using the .json export and asking Claude to create a report. If you have an example and some time I could try to help you through this.
@Todd I would attend this Zoom call, if permitted.
The weekly Zoom calls are missed!
@ Rick, I have similar interests as your initial post. While this does not address everything you ask for, this helps me organize reports by adding a "Sequence #" property to everything in my product lists and templates.
Sequence #
1.0000 series is Storm
2.0000 series is Sewer
3.0000 series is Water
Etc.