at the top of the
pane.Select the report by clicking the report name at the top of the Report Explorer pane. Then from the Properties pane, view the Security Options area. If you can't see the Security Options
title, click the Categorized button at the top of the
pane.
|
Field name |
Description |
|---|---|
|
Do not encrypt the PDF document |
If you don't want to protect your PDF report, select this option. Reports are set to not be encrypted as standard. |
|
Encrypt the PDF document with a fixed password |
To protect your PDF report with a fixed password, select this option. Tip: As you enter the password, asterisks (*) are used to hide the text. If you prefer to see the text as you enter the password (or want to check the password), disable Hide the password. |
|
Encrypt the PDF with a password defined by an expression |
To protect your PDF report with a password based on variables from your database tables, select this option. Then use the browse button to select the table and variable. For example, to use your business name as the password, select the COMPANY table and the NAME variable (COMPANY.NAME). ExamplesHerb
50 Accounts
To password protect a statement you want to send to your customer use SALES_LEDGER.PASSWORD. The report applies the password that has been set on the customer's record. Or to password protect a letter you want to send to your supplier use PURCHASE_LEDGER.PASSWORD. The report applies the password that has been set on a supplier's record. Note: If a password has not be set on the customer's/supplier's record the password will be blank. Anyone who receives the report will be able to open it! Herb
50 HR
To password protect a letter or contract use EMPLOYEE.PASSWORD. The report will apply the password that has been set on an employee's record. This could be the employee's National Insurance number. Note: If a password has not be set on the employee's record the password will be blank. Anyone who receives the letter or contract will be able to open it! |
|
Restrict operations on the PDF document |
If you have set a password for the report, you can also restrict what the reader can do with the PDF report when they are viewing it, such as not being able to change or print the content. You can restrict actions by disabling any of these options:
|