This Document explain how to switch on the permission that will allow user to export data to excel from the Tile or Dashboard.
- Dashboard 2.0
The permission "Allow Excel and CSV export in dashboard and tiles" was not granted to user.
- Permissions for classic reporting
- The permissions for RBP
Customer would need to raised an incident with Cloud Support to get this part completed.
To resolve this issue you will need to grand user the permission of ""Allow Excel and CSV export in dashboard and tiles"
1 - Login to the instance
2 - Go to the Admin Centre
3 - Select: Reporting >> Dashboard/List View/Spotlight View/Report Access.
4 Find the user to grant the permission:
5 - Tick the option "Allow Excel and CSV export in dashboard and tiles" and save it.
6 - In RBP Permission:
Go to: Manage Permission Roles >> Select a Permission Role >> Permission... >> User Permission >> Reports Permission >> tick the option: "Allow Excel and CSV export in dashboards and tiles"
7 - The option is now available to export to Excel or CSV.
- Dashbord Export csv
- Dashbord Export excel
- Dashbord Export xsl
- Tile Export csv
- Tile Export excel
- Tile Export xsl
- Download to excel or csv in dashboard 2.0