December 2023 Product Adoption Tip: Adding Password Protection to Reports Downloaded Offline

CSP Discussions
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In this month topic, we will discuss how to add passwords to reports that are downloaded from Report mode or via report binder.

It is important to note that password protection is considered one of the data security access control layers that helps to protect sensitive information from unauthorized access.

Password protection for reports extracted to Excel via Report Mode:

You can add password protection when downloading to Excel for added security. To accomplish this, please follow the following steps.

  1. Open the report in Design Mode.
  2. Click on the Options button in the Navigation Panel:

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  1. In the Options pop-up, click on the ‘Save As Excel’ tab.
  2. Toggle the Documentation Protection button ON ,and set a custom password.

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Note: Note down or store offline your custom password in case other users need it.

  1. Click OK to save the report updates. The next time you send this report out to Excel. It will ask you to enter the password.

Password protection for reports extracted to Excel via Report Binder:

Report Binder allows you to password protect reports extracted to Excel using a password. The following steps will guide you through the process.

  1. Navigate to Report Binders and open the relevant report.
  2. Click on Options on the top left.
  3. Select the Security tab.
  4. Select Apply document protection.
  5. Decide on a password for pdf and/or excel.

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Note: Ensure you keep a copy of the password in a secure place or create a password you can remember.

After this is set up, you may run the Report Binder process to send it out to your users as normal. The only difference is that the file is now password locked before anyone can open and view the contents.

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Great tip for the reporting process.

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I did not know this, thank you

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Thanks for posting; very helpful!

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That is nice to know trick, I would also like to know Report naming conventions and short cuts to use e.g. Time, Date etc

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This is a great idea. Added security is a cool feature.

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I like the security feature.

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This is a great feature!

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great tip to add additional security

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Thanks for this tip… this is very much useful while downloading/sharing Personnel model data

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Happy to have the tips on passwords.

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Thanks for posting; very helpful!

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Thanks for sharing. Very important in those days, where data security is so critical.

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This is cool - security is important!

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Thanks for everything!!

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Very helpful when exporting personnel information

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Excellent reminder for when exporting.

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Thanks for posting this information.

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Great tip. Love the added security.

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Great security feature, specifically as it relates to confidential HR information.

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