Symptom
A non-admin user has been granted export permissions in their role settings, but the Export button does not appear when they attempt to export a report. The issue persists even after the permissions are confirmed as active.
The affected user has a non-admin role (e.g., Alumni Coordinator, Admissions Rep).
Export has been enabled for the user's role under Tools or role privileges.
The Export button is completely absent from the report view.
Admin users can see and use the Export button on the same report without issue.
Cause
When a report pulls data from more than one module — for example, both Intake Opportunities and Accounts — Dazos CRM requires the user to have Export privileges enabled for every module included in that report.
If export is granted for only one of the modules referenced by the report, the Export button will not appear. This is the most common cause of this issue for non-admin users who appear to have the correct permissions.
Solution
Log in to Dazos CRM as an Administrator.
Navigate to Settings → CRM Settings → User Management → Roles.
Locate and select the role assigned to the affected user (e.g., Alumni Coordinator).
Click Edit Privileges of This Profile for the selected role.
Identify all modules that the report draws data from. For example, if the report includes data from both Intake Opportunities and Accounts, you must check both.
For each module referenced in the report, locate the Export permission and ensure it is enabled.
Click Save to apply the changes.
Log in as the affected user (or ask them to log out and back in) and navigate to the report to confirm the Export button is now visible.
⚠️ Note: Export privileges must be granted for all modules included in the report — not just the primary module. Missing export access on even one module will prevent the Export button from displaying.
Verification / Expected Result
After enabling export permissions for all modules referenced in the report, the affected user should see the Export button when viewing the report and be able to export successfully without requiring admin access.
Escalation
If you have granted export permissions for all relevant modules and the Export button still does not appear, contact Dazos Support and provide the following details:
Affected user's name and assigned role
Your CRM instance URL
The name of the report and the modules it includes
Confirmation that export permissions have been enabled for all referenced modules
Screenshots or a screen recording showing the missing Export button