Skip to Content

Deactivate the excel download of reports

Hi experts,

is it possible in C4C to deactivate the excel download of reports?

Best regards,

Deborah

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

6 Answers

  • Best Answer
    Jun 28 at 11:11 AM

    Hi there,

    I know this is an old question but I'm not sure if that got answered correctly yet:

    For C4C Analytic reports you can restrict the downloads etc too, but its differet from the normal list downloads and quite hidden:

    1. Go To Business Analytics -> Common Tasks

    2. Click on Configure Actions

    3. Here you can define what is possible for each Business Role:

    • Download of Reports
    • Sending of Reports
    • Microsoft Excel (export)
    • Adding Fields to Report

    I think this is exactly what you asked for. I don't understand myself why this is hidden that way and processed differently than the OWL export restrictions.

    Regards

    Tobias

    Add comment
    10|10000 characters needed characters exceeded

  • Dec 15, 2017 at 07:26 AM

    Hi Deborah, Yes that's possible: add the following to your business role:

    PS: This will also ensure that users with that BR cannot download from the OWL (object work list) anymore. (The Action > Export To Excel > Download will still be there, but an error message will be shown)

    Let me know how that works out for you!

    KR, Thomas

    Add comment
    10|10000 characters needed characters exceeded

    • Hello Thomas,

      thank you for your quick reponse! This restriction under fields & actions do we already use in the business role, but this does not prevent users to open the report, e.g. to customer details and there download the list...

      Can you please test it again in your C4C if the restriction is really also for reports (not only for OWL)?

      Thanks and BR,

      Deborah

  • Jun 28 at 10:18 AM
    -1

    Hi Deborah,

    Yes, it’s possible to deactivate the excel download of reports in SAP C4C.

    First we need to restrict the business role under fields & actions with Opportunity / Account / Contact / Lead "Export to Microsoft Excel".

    Second we need to updated changes to all the users assigned to Business Role with “Update Users”

    Please check, if you have updated changes to all the users assigned to Business Role with “Update Users”.

    If this answer satisfy your query, then please do not forget to click on “Accept” this answer as correct one to benefit others as well.

    Thanks and Regards
    Santosh

    Add comment
    10|10000 characters needed characters exceeded

  • Dec 15, 2017 at 04:03 PM
    -2

    Hi Deborah,

    Using Business Role -> Field and action you can disable some action via business role.

    For example you can disable export to excel in Accounts, Contacts, Opportunity, Sales Quote.

    Add comment
    10|10000 characters needed characters exceeded

  • Mar 09 at 07:04 AM

    I have restricted the business role under fields & actions with Opportunity / Account / Contact / Lead "Export to Microsoft Excel".

    But this does not restrict to download the report in Excel. I tested it.

    Does someone know more about this?

    Add comment
    10|10000 characters needed characters exceeded

  • Jun 28 at 08:47 AM

    Hi,

    is this option available also for Analytics?

    Otherwise anybody can access any report and dowload all the data. Even if you disable it on the object level.

    Thank you

    Add comment
    10|10000 characters needed characters exceeded

    • Martin Bednar Do you mean SAP Analytics Cloud? In my understanding while integrating to Analytics Cloud you use an authentication user and with access of this user (including restrictions made for this user) you are accessing the data out of Analytics Cloud...