Discussion:
Excel report
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alessandra
2010-05-27 19:54:10 UTC
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Hi all.
In my CRM 3.0 I have a couple of excel report about opportunities and only
some users have to use them.
All the other reports are created using filtered views so I don't worry
about permissions.
And what about permissions on excel report? Is the excel report based on
rules like filtered views?
Thank's in advance
LeonTribe
2010-06-11 14:28:53 UTC
Permalink
Post by alessandra
Hi all.
In my CRM 3.0 I have a couple of excel report about opportunities and only
some users have to use them.
All the other reports are created using filtered views so I don't worry
about permissions.
And what about permissions on excel report? Is the excel report based on
rules like filtered views?
Thank's in advance
If they've been created through the export facility and they're
dynamic exports then yes they also obey security.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

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