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On the refreshable excel reports - who can update them?

  • Jan 14, 2026 7:53 PM UTC
  • 3 replies
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On the refreshable excel reports

 

who can update them?

me i’m able to update the excel(admin)

But a user which can access to the GI cannot update the excel exported for a unknown reason.

Thanks

Best answer by nhatnghetinh

Hi ​@raphrf 

Please check the following information:


1. Has the user logged into the Excel Report file using the username/password Acumatica?

 

 

 

2. Have you created Access Rights for that user to use the Generic Inquiry screen?

 

Best Regards,

NNT

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3 replies

nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • Jan 15, 2026 8:55 AM UTC

Hi ​@raphrf 

Please check the following information:


1. Has the user logged into the Excel Report file using the username/password Acumatica?

 

 

 

2. Have you created Access Rights for that user to use the Generic Inquiry screen?

 

Best Regards,

NNT

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  • Author
  • Captain I
  • Jan 15, 2026 12:08 PM UTC

Hi yes he enter his Acumatica credential.

 

yes he have user right and have access to the GI without problem, he exported the excel here by the way.

 I tried to give im odata user right without succes.

 

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bwhite49
Captain II
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  • Captain II
  • Jan 15, 2026 6:11 PM UTC

They need the Odata 4 user role if using their own login.

As long as they have that and full permissions to the GI as ​@nhatnghetinh has stated they should be all set.

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