Just choose the Add Secure Distribution link when you run your report. You can choose to also securely distribute them to users via email - this is optional.
Some things to consider... |
First enable Secure PDF DistributionFirst enable Secure PDF Distribution A Manager needs to do this. Go to Reports > Setup > Report Share and choose Secure PDF Distribution. |
What are the permissions?What are the permissions? Managers and Unit Managers have permission to create secure PDF reports. All users have permission to view secure PDF reports with the password used to encrypt the report, when they have access to the report. |
Viewing a secure PDF reportViewing a secure PDF report Once a secure PDF report is created, users will be prompted to enter the PDF password when they try to view the report from the reports list or email attachment. The user who creates the report needs to share the PDF report password with users who will view the report. |
Acrobat 7 or greater is neededAcrobat 7 or greater is needed Users need to have Adobe Acrobat 7 or greater in order to view secure PDF reports. |
Tell me the steps |
Scenario 1 - Create one time reportScenario 1 - Create one time report 1) Run your report. 2) Under Report Details set the report format to PDF, click the Add Secure Distribution link and enter a password we'll use to encrypt the PDF report file. |
|
1) Run your report. 2) Under Report Details set the report format to PDF, click the Add Secure Distribution link and enter a password we'll use to encrypt the PDF report file. 3) Then tell us the users you'd like to email the report to by adding distribution groups - just click the Add Group link. |
|
1) Run your report. 2) Under Report Details set the report format to PDF, click the 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 - just click the Add Group link. Will the email include a report link? If yes you can enter a password to password protect downloads of the report. |
Under Scheduling > Notification you'll see the option "Password protect your report". Enter a password if you want to password protect downloads of the report. By entering a password here, users will be prompted for this password when they click the report link in the email notification. Once the secure PDF report file is downloaded, users will also be prompted for the PDF password (set in Report Details) to view the report.
Can I use the same password 2 times? Yes you can enter the same password for file encryption (in Report Details) and for secure downloads (in Scheduling > Notification).
Tell me about password securityTell me about password security
By default the password must have at least 8 characters (alpha and numeric), and cannot be the same as the user login. There may be other password requirements set up for your subscription. Learn more
Don't see the Add Secure Distribution link?Don't see the Add Secure Distribution link?
Go to Reports > Setup > Report Share and select Enable Secure PDF Distribution first (Manager role is needed).
This is because report links are not sent with report notifications, per your account settings. Managers can configure the distribution method by going to Reports > Setup > Scheduled Reports.
Sure, no problem. Just add the user's email address to a distribution group.