Ideas for Acumatica

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Generic Inquiry Security Access to "Export To Excel" Feature

It's really nice that we get an Export To Excel button on every Generic Inquiry which gives us the ability to export the results of a Generic Inquiry to Excel.

However, sometimes it would be nice to be able to prevent users from using the Export To Excel button, especially with more sensitive data like sales commissions data. Look at the bottom of this post for a user requesting such a thing. I also recapped this request in this discussion thread.

And here is another user requesting such a thing.

The problem is that I don't think there is currently a way to do this on a per Generic Inquiry basis since all generic inquiries run through the generic inquiry engine. We would need a new feature added to the Generic Inquiry definition screen in Acumatica to allow us to determine which security roles have access to the Export To Excel button.

  • Tim Rodman
  • Jul 19 2017
  • Shipped
  • Attach files
  • Mike Lupro commented
    30 May, 2018 05:22am

    Congratulations Tim (and Acumatica) on this idea being shipped in less than a year from the inception date.  A great addition!  

  • Admin
    Feedback Admins commented
    29 May, 2018 03:37pm

    Hi Tim,

    Thank you for your feedback. This functionality has been shipped in 2017R2 Update 2.