[Vtigercrm-developers] important: no restrictions used in emailed reports

Alan Lord alanslists at gmail.com
Wed Jun 20 09:15:41 GMT 2018


First of all, make sure that the users who you do not want to be able to 
get the report data, has the "Export" tool turned off in their Profile 
for each module that the data comes from. i.e. if its Organisations, 
disable Export on Organisations.

The Report will not then allow the user to get the csv as it is an export.

IMHO for most users Export should be disabled for everything anyway.

HTH

Al

On 19/06/18 19:03, Alex Hall wrote:
> Hello all,
> We have all our sales reps, and their manager, on Vtiger. We have 
> restrictions for different groups, so reps can't see other reps' data, 
> but managers can. This works, even in reports. The problem is reports 
> that get emailed.





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