Tip #18: How to disable export from the reports

Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is located on the Business Management tab of the security role dialog. If you’ve been following our tips then privilege needs to be taken off the base role only. Otherwise, all roles assigned to the user, as well as all roles assigned to the teams the user is a member of, need to have this privilege taken off.

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