In both cases, go to the 'Export' section of the screen and check the relevant export options. The option named 'Clipboard' allows a user to copy data directly from the grid to paste into another application, e.g., Excel. Even though it is a simple 'copy/paste' function for the user, it is handled by Phocas as an export.
Permission to change profile settings
You need to have the following admin permission be able to change these settings: 'Profiles', in order to access Admin > Profiles and 'Users: Profiles', to be able to access the 'Profile tab' on the user maintenance screen.
If an administrator has the setting ‘Profiles’ but not ‘Users: Profiles’, they can access Administration > Profiles to make changes to generic profiles but not access the profiles tab on the user maintenance screen to change an individual user’s profile settings.
For users to be able to export to email, your site needs to have email settings configured. This is usually carried out by administrators with special permissions. See Configure SMTP settings to send emails.