Re: Quick question - Is there a way to export the summary format version of a report ?
@chris I think for me it might be good to go one step further... For many users that need reports they need only a curated view. We do not want them wandering about in all the customer records (Too much info can be a dangerous thing ;-) )
I think a role for reporting user would be best. Giving them access to view only reports they are authorized to view and no acccess to the Z-Billing interface.
Also longer term would be nice to see some more granualar permissions in reporting. Right now its share with all or sharw tith none. Would be nice for example to share a folder with the admins where we can create reports and test things and then move it to the shared with X team folder. and finally having a share with all folder is fine as well.