Line items are blank on Export

I have an action available on a dashboard that runs an export of a module that is displayed on the same dashboard. Currently when I run the action with Profile A the export file is populated as expected. When I I run action with Profile B the export file has only the line item headers and no data. I can't figure out what the access issue is because both profiles can view the data in the table on the dashboard and can view the data in the module. Also if Profile B runs an export from the table on the dashboard the export file is populated as expected. I've checked access to all the relevant Actions, Lists, and Modules. Can anyone help me understand what's going on with the export?

Accepted answers

kevin.cho

One thing to check would be access to any filtering modules that you may be using.

When you initially created the export action, did you apply any filters (from a different module) to the module?

Does Profile B have access to the modules where the filters are sourced?

jamesreed

Thanks for the replies on this. The dashboard did have filters applied from another module. Thanks for the tip to check that. I checked and verified that both profiles had access to the modules used for filtering. I'm not sure what was going on with the export. I ended up creating a new export and it works for both profiles.

All comments

LipChean_Soh

Hi @jamesreed

What does Profile A and Profile B mean?

How does Profile A run the action? Is it via an action button on the dashboard? And is the export file in a csv/xls/xlsx format?

You also mentioned 'Also if Profile B runs an export from the table on the dashboard the export file is populated as expected.' How is this executed?

It would be good if you can add relevant screen shots here.

Thanks,

LipChean

kevin.cho

One thing to check would be access to any filtering modules that you may be using.

When you initially created the export action, did you apply any filters (from a different module) to the module?

Does Profile B have access to the modules where the filters are sourced?

jamesreed

Quick Links

Can you help?

Unanswered questions

Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
Exports with anaplan using informatica connector
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…