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Customer experience | Sales, Customer Insights,...
Suggested answer

How to get the event which is used to save the report data to excel PDF etc..

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Posted on by 290

I have a requirement to track the export/Save to  functionality from report due to some data privacy. I am managed to do it in view via custom code(ExportToExcel message name), but from reports I couldn't track it. (I can't change the security privilege's for 'Export to Excel' to none).

Thanks in advance.7658.Capture8.PNG

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  • Suggested answer
    Carlo Velasco Profile Picture
    787 on at
    RE: How to get the event which is used to save the report data to excel PDF etc..

    Hi

    Thanks for your reply.

    I'm sorry if there is any message on the supported messages list, i'm afraid there is no supported way to achieve this.

  • Jomy Jose Profile Picture
    290 on at
    RE: How to get the event which is used to save the report data to excel PDF etc..

    Hi Bipin, Couldn't find it in the messages.

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: How to get the event which is used to save the report data to excel PDF etc..

    HI,

    Have you checked Supported Plugin messages file which is availble in SDK to see if any OOB message is already present so that you can write plugin to create custom entity record...

  • Jomy Jose Profile Picture
    290 on at
    RE: How to get the event which is used to save the report data to excel PDF etc..

    Hi Carlo, thanks for the info, my requirement is to get the user details and report names to store it in a custom entity, will that be possible to achieve through custom code. We have an online instance.

  • Suggested answer
    Carlo Velasco Profile Picture
    787 on at
    RE: How to get the event which is used to save the report data to excel PDF etc..

    Hi

    I believe that the best approach will be to enable Activity Logging.

    Here you can trace the following events per user:

    Report Viewed Logging when a report is viewed. Critical customer content information might be displayed on the report.
    Report Viewer Export Exporting a report to different formats moves the data outside of the secure environment and is vulnerable to threats.

    https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing

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