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Hello! I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer. It would be nice if i could filter a whole list of orders…

Does anyone that knows how to control and allow salesperson to be able user lock the by the salesperson to be able to see only see their only their customer statement and sales order invoice but no other sales representative. Currently, the lookup is…