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How to allow a role that has limited views export a report?

  • 1.  How to allow a role that has limited views export a report?

    Posted 11-26-2018 18:19
    I have created multiple roles in my Application that restrict field views, editing capabilities and reports. I have one report that is visible to a finance role, however the users are unable to export the report to excel. Is there a setting I'm missing that prevents a role from exporting a report they can view?


  • 2.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 18:29
    I�m away from my computer now, but look for the setting, hide multi record operations and instead allow multi record operations.


  • 3.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 18:35
    Thanks - Did a look around different areas and can't find it. Should I be looking at the app settings or the report settings generally or in the specific report?


  • 4.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 18:44
    It�s in the settings for the Role.


  • 5.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 18:48
    it seems that it's already on "allow"
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  • 6.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 19:01
    It�s acually that import/ export setting.

    Did you test as Role to test this. Or test as user?

    If test as user, is the user in multiple Roles?


  • 7.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 19:18
    I tested as the role and the user has confirmed that he can't export. He's only in that one role and if I change him to admin he has no issue, but can't leave him with that access as a permanent solution. Here is what the permissions look like


  • 8.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 19:47
    HI Jennifer,

    Another place where export permissions can be set is in the application properties. To find it you would first go into application settings and then into the application properties page. Under that page there is a header for Advanced Settings and specifically for Security Options. One of the options is to - Allow users who are not administrators to export data-, if that is not checked then it could be blocking any non-Admin from exporting data. 




  • 9.  RE: How to allow a role that has limited views export a report?

    Posted 11-26-2018 20:02
    YAY! This worked! Thank you!!!!