Exporting to Excel

You can export reports, searches and lists into various formats. Exporting provides you with additional flexibility in reviewing and analyzing your business’s data. Each export format has its own advantages and limitations as detailed below: Supported Versions – Only XLS files are supported. XLSX files are not supported. Expand/collapse – Settings are not maintained. All rows included… Continue reading Exporting to Excel

Permission To Export the Report

The client would like to add permission to a role that can export (download) the Report in various formats. For a custom role to have the ability to Export (download) the Report and Lists results, the role must have the Export Lists permission. This permission should be added to the custom role. On adding this permission the export button will be visible on the… Continue reading Permission To Export the Report