Heya folks, I think I alreadey know the answer to this, but I thought I'd ask. Is there any way to limit who can Export a Saved Search (or a Saved Report) to Excel per individual search (where people would have access to some searches but not others)?

Hi. No, I believe it is a global permission for all saved searches. You can look at the history on the saved search to see if anyone has exported it. this is a reactive measure. Anyone can highlight, copy, and paste, the data from the browser anyway so can't really prevent this from happening. You can create a saved search on the saved search table itself to get a list instead of looking 1-by-1.

@Aria Ghahari Got it, thanks! Yeah, that's what I figured. At some point, I'll probably make something custom to do this... but figuring out how to do the available filters section is going to be rough 😛. Thanks anyways 🙂

I would be curious to see how you handle this with a customization.

@Aria Ghahari Not quite sure if I can. I don't think I can technically pull the available filters with a script... but I guess I can provide some generally useful filters that pretty much cover what sales will always want (date, subsidiary, etc), and then just save a temporary search and export it to CSV or something.