Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product
  3. Reports

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

Screenshot_2020-11-19_at_12.17.04.png 

 

ReportBuilder-AddEdit.png

 

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

ReportBuilder2-SetupPermissions.png

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

    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

ReportBuilder-Permissions.png

 

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.

Articles in this section

  • Report Builder: Creating and Generating Reports
  • Report Builder - What is Grouping?
  • Report Builder - Sending Your Report As A Password Protected XLSX
  • Adding Custom Fields to the Report Builder
  • Using Convertr Insights
  • Creating an Advertiser Performance Report
  • Publisher Performance Report

Related articles

  • Report Builder: Creating and Generating Reports
  • Adding Custom Fields to the Report Builder
  • Invalid Lead Reasons - What they Mean and What to Do
  • Rapid Post Check
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Report Builder: Creating and Generating Reports
  • Adding Custom Fields to the Report Builder
  • Invalid Lead Reasons - What they Mean and What to Do
  • Rapid Post Check
Convertr