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Restrict Export to Excel to everything but Reports RRS feed

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    We have export to excel turned off because we don't allow it in advanced find and views.  We DO want to allow export to excel for the reports in report viewer.  Can someone tell me how to accomplish this?  How can I enable report viewer to export to excel without turning on write priviledges to everything?
    Tuesday, March 17, 2009 3:15 PM

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    I thought I would post the solution I implemented.  I ended up modifying the isv.config file and adding a new menu for my pdf reports with a menuitem for each of the four reports.  Each menu item calls the report on the report server, not the report manager via url.  The key was to use passparams="1".  I then modified each of my reports to run on the paramaters automatically passed via passparams.   I had to turn on the isv.config in the system settings and modify roles to see isv extensions.  It turned out to be pretty simple.

    • Marked as answer by KCJodi Wednesday, April 1, 2009 8:55 PM
    Wednesday, April 1, 2009 8:55 PM

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    Jodi - 

    If you 'publish for external use' and use the standard SQL SSRS viewer, you will be able to export to excel from that report viewer.  (And you won't need to enable the export to excel functionality in CRM.

    After editing the reports to publish for external use, point a browser to Http://ssrsserver/Reports - and you should see the 'YourOrganizationName_MSCRM' folder with the published reports.

    The may mean that for reports you want exportable to Excel, you may need to develop additional filters within the report since it won't be inheriting the filters from Advanced Find or context - but if these reports are custom reports anyway, you should be able to manage that relatively easily.

    HTH -

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Tuesday, March 17, 2009 3:39 PM
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    Well srs report manager would give me the ability to export to pdf, but I don't want to go outside CRM to product reports.  I was able to add a style sheet to report manager to add our logo and such.  Now if I can modify the CRM reports.config to use report manager instead of the built-in report viewer it might work.  I'm doubting it will be seamless though.  Thanks for your suggestion.
    Thursday, March 26, 2009 3:14 PM
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    ok - hopefully that puts you on the right (or at least workable) track - I'll be interested in hearing how you eventually resolve it.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by KCJodi Wednesday, April 1, 2009 8:55 PM
    • Unmarked as answer by KCJodi Wednesday, April 1, 2009 8:55 PM
    Thursday, March 26, 2009 3:17 PM
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    I thought I would post the solution I implemented.  I ended up modifying the isv.config file and adding a new menu for my pdf reports with a menuitem for each of the four reports.  Each menu item calls the report on the report server, not the report manager via url.  The key was to use passparams="1".  I then modified each of my reports to run on the paramaters automatically passed via passparams.   I had to turn on the isv.config in the system settings and modify roles to see isv extensions.  It turned out to be pretty simple.

    • Marked as answer by KCJodi Wednesday, April 1, 2009 8:55 PM
    Wednesday, April 1, 2009 8:55 PM