Report Builder - Sending Your Report As A Password Protected XLSX Follow

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.

Process

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.

• Name
• Description
• Time Period - either
  • Rolling Period and Rolling Period Type
  • Start and End Date
• Permissions

3. To require a password, enter the following under the Permissions section:

1. 1. Select "Private" report
   2. Enter a password
      This will password will be required to open the generated report. 
   3. 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.