It's easy to create Secure PDF Reports

A Manager needs to do this. Go to Reports > Setup > Report Share and choose Secure PDF Distribution.

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.

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.

Users need to have Adobe Acrobat 7 or greater in order to view secure PDF reports.

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.