Creating Encrypt PDF Reports

A Manager needs to do this. Navigate to Reports > Setup > Report Storage and PDF Security  > Encrypt PDF Reports,  select Encrypt PDF Reports check box, and then click Save.

Managers and Unit Managers have permission to create encrypted PDF reports. Once created, they must share the PDF report password with users who have permission to access the report.

All users who can access the report have permission to view encrypted PDF reports with the password provided by the manager or Unit Manager. 

You will be prompted to enter the password to open the encrypted file from the report list or from the email attachment. 

Users must have Adobe Acrobat 7 or greater to view encrypted PDF reports.

1) Run your report.

2) Under Report Details, set Report Format to PDF, click Add Secure Distribution link, and enter a password to encrypt the PDF report file.

1) Run your report.

2) Under Report Details, set Report Format to PDF, click Add Secure Distribution link, and enter a password to encrypt the PDF report file.

3) Then tell us the users you'd like to email the report to by adding Distribution Groups - click the Add Group link.

1) Run your report.

2) Under Report Details, set Report Format to PDF, click Add Secure Distribution link, and enter a password we'll use to encrypt the PDF report file.

3) Under Scheduling enter the settings (start time, daily, weekly or monthly, etc). Under Scheduling > Notification (optional) tell us the users you'd like to email the report to by adding Distribution Groups - click Add Group link. Will the email include a report link? If yes, you can enter a password to password protect downloads of the report. For more information, see Configure Reports Schedule.