Forum Discussion

JenniferGentry's avatar
JenniferGentry
Qrew Trainee
7 years ago

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

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?
  • I�m away from my computer now, but look for the setting, hide multi record operations and instead allow multi record operations.
    • JenniferGentry's avatar
      JenniferGentry
      Qrew Trainee
      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?
  • 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.