Protect your PDF reports

Introduction

Reports published in PDF format can use security features to protect information. This is ideal when dealing with information that is confidential or of a sensitive nature. Perhaps when dealing with employee payslips, customer statements, and company financial reports.

When the PDF file is generated, security settings are used to protect the published report, including a password. When someone receives a secure PDF file they must enter the password before they can view the information.

You can

Set a password to prevent unauthorised people opening a PDF report.
Restrict people from copying, printing, making changes or adding notes to the PDF report.

Set report security options

To protect the report, set up the report's security options:

From the Report Explorer pane, select the report's name (at the top of the pane).
From the Properties pane select the Security Options and then click the finder button .
Set the security options for the report.

See Security Options properties.

Go to top