1 Reply Latest reply on Oct 18, 2011 12:33 PM by philmodjunk

    Exporting to Excel

    mgxdigital

      Title

      Exporting to Excel

      Post

      Hello,

      I'm wondering if it's possible to block users from exporting to excel?

      I have employees exporting information that they shouldn't be, but i'm not sure how to block them from doing so.

       

      Thanks for any help!

        • 1. Re: Exporting to Excel
          philmodjunk

          Under Manage | Security, there's an "allow exporting" check box that you can clear. I would think that a custom privilege set that did not include this privilege would work for you.

          If you have advanced, you can also use custom menu options that do not include the needed menu options to export records or "save as Excel" to prevent exporting data.

          On the other hand, if you must allow some types of exports but not export to excel, I think you'll have a problem as I don't see a way to prevent this with that degree of selectivity.