[afinke@focusedenergy.net]

Hi,

My administrator wants to share our financial reports, but does not want people to be able to export these reports–view only. Is this possible for the income statement and balance sheet?

Thanks,

Amanda
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[Olivier Gagnon NC]

You can, at the Role level, remove the “Export List” permission. But, this is all-or-nothing. You cannot place the export restriction on just these two report.

Might be worth saying, also, that very little would stop someone from grabbing all the info and copy/pasting it into Excel. The export limitation just makes things a little harder, not impossible, so should not be seen as an actual serious security feature.

[afinke@focusedenergy.net]

Yeah, it’s not meant to be an actual security measure, just a reminder to employees that the information is and should remain confidential. If someone really wanted to disseminate the info, there are a million ways they could. Thanks for the directions to take care of this!

[Author]

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