Add an Export to Excel Icon to the Menu for all Roles (not just Admin)
Users should be able to export a form/view/table to excel without having to be an Administrator. Can you add an export to excel icon to the top menu where edit, add new record icons etc..are located?
This enhancement is still in progress! Unfortunately we do not have a timeframe yet for this feature. We understand the importance of enabling limited users the ability to get data in and out of TrackVia as a part of their daily workflow.
Additionally, we share all feedback for each request in order to prioritize enhancement such as this. We will be sure to update this post with any new information.Also, don't forget to vote for the features you want to see in TrackVia! The community voting is another great way to help promote and prioritize any and all enhancements!
Emma Brierley commented
I agree - very frustrating for non-admin users not to be able to export data. Do you have an update on the release date?
I completely agree... this has been a big issue with some of my users. I do not want to grant them Admin rights but yet they need ability to export files to excel on a regular basis. Would like to see this prioritized.
Jake Marwil commented
Thanks for the feedback. This is a great idea that is on our near-term radar. Although the release time is not specifically set, we are hoping to include this feature by the end of the year. There is always a possibility that this could be pushed back, but we will do our best to have it by then. Please let us know if you have any questions.