The report builder has the ability to send your report as a password protected XLSX file. In order to set this up, please follow the process below.
1. Access the Report Builder by selecting Reports > Report Builder on the left menu tab. Once there, either select Create New Report to create a new report or select Edit to edit a current report
2. Permissions will be found on the bottom of the initial Setup screen which includes the following fields.
- Time Period - either
- Rolling Period and Rolling Period Type
- Start and End Date
3. To require a password, enter the following under the Permissions section:
- Select "Private" report
- Enter a password
This will password will be required to open the generated report.
- Select to "Send as ZIP" is desired
Please Note: If you would like to send a password protected zip file, ensure you select Yes next to the field name Send as Zip.