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

[Christoper J Combrink]

Alan, he's talking about the scheduled emails/reports, I believe - not the
export (from within the module) functionality?
Unfortunately, I've not had a lot of success with the default reporting
module myself so I can't offer any advice.


Regards,

*Christopher J Combrink*
co-founder | COO

*t.* +27 79 673 1888
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On Wed, Jun 20, 2018 at 11:15 AM, Alan Lord <alanslists at gmail.com> wrote:

> 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.
>>
>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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