Yes, in the 21.05 release this feature was removed from this dashboard as well as a couple others after evaluating it from a security standpoint. CU*BASE has controls in place to prevent employees from being able to download lists of member account numbers, names, SSNs, and other personal data without special download authority which can be monitored and controlled by the credit union. The Excel and CSV download features that appeared on some dashboards could be used to circumvent that and store this data directly to an employee's PC with no special authorization.  So the features were removed and will not be added to other dashboards in the future (other than perhaps ones that do not result in downloads of member personal information).

Tools where the Excel/CSV buttons were removed:
  • Tool #320 Cross Sales Analysis Dashboard
  • Tool #318 Credit Report Data Mining
  • Tool #536 Money Movement Analysis