Managing Export and Print Permissions for Reports
ERPNext allows administrators to control whether users can print or export reports by configuring permissions on the underlying Document Type (DocType) from which the report is generated.
Instead of managing permissions directly on the report, ERPNext inherits export and print permissions from the associated DocType through the Role Permission Manager.
Report export and print access is controlled through the permissions of the source DocType, not the report itself.
How Report Permissions Work
Every standard report in ERPNext is based on a specific DocType.
For example:
- Sales Invoice Report → Sales Invoice
- Purchase Invoice Report → Purchase Invoice
- Employee Report → Employee
- Stock Ledger Report → Stock Entry and Inventory Transactions
When a user attempts to print or export a report, ERPNext checks their permissions on the related DocType.
If the role does not have the required permissions, export and print actions will be restricted.
Step 1: Identify the Source DocType
Before modifying permissions, determine which DocType the report is generated from.
To identify the source DocType:
- Open the report.
- Review the report configuration or report details.
- Note the associated DocType.
For example, if you are working with a Sales Invoice report, the source DocType will be Sales Invoice.
Step 2: Configure Permissions in Role Permission Manager
After identifying the DocType:
- Open the Role Permission Manager.
- Select the source DocType.
- Choose the role you want to modify.
- Update the required permissions.
- Save the changes.
Navigation:
Home > Users and Permissions > Role Permission Manager
The updated permissions will automatically apply to reports generated from that DocType.
Common Permission Controls
Administrators can manage permissions such as:
- Read
- Write
- Create
- Delete
- Submit
- Cancel
- Amend
- Export
These permissions determine what actions users can perform on documents and related reports.
Example Scenario
Suppose you want only Finance Managers to export Sales Invoice reports.
You can:
- Open the Role Permission Manager.
- Select the Sales Invoice DocType.
- Grant export-related permissions to the Finance Manager role.
- Restrict the same permissions for other roles.
As a result, only authorized users will be able to export or print Sales Invoice reports.
TIP
Whenever report export or print access needs to be restricted, first identify the report’s source DocType. Changes made in the Role Permission Manager for that DocType automatically affect all related reports.
Related Topics
- Role Based Permissions
- Role Permission Manager
- User Permissions
- Reports and Analytics
- Role Permission for Page and Report
SUMMARY
ERPNext manages report export and print permissions through the source DocType used by the report. By identifying the related DocType and updating permissions in the Role Permission Manager, administrators can effectively control who can print, export, and access report data.
