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Intellicus allows you to password protect files (MS EXCEL (xlsx), MS WORD (docx), MS POWERPOINT (pptx), PDF) while exporting or scheduling to ensure secure access to reports. In the current version the feature is available for Adhoc and Studio report types. 

Report designers are required to set password in order to allow use of this feature.

Follow below steps to set password for Adhoc reportsIn Kyvos Reporting, you can set a password to secure exported or scheduled reports (e.g., MS Excel, MS Word, MS PowerPoint, and PDF files) to ensure restricted access. This feature is available for ad hoc and studio report types in the current version.

Setting a Password for Ad Hoc Reports

  1. Go to Navigate > Administration > Configure > Config Files.

  2. Open the

...

  1. required Ad Hoc Template file.

  2. Select the template file from

...

  1. which you want to set the password.

  2. Modify the OnReportStart() Script:

    • Use the

...

    • following script

...

    • within the

...

    • template file:

      Code Block
      OnReportStart()

...

    •  {

...

    •  rpt.Fields(

...

    • "SYS_EXPORT_

...

    • PSD").

...

    • Value =

...

}

...

    •  "(Provide a password string or parameter that you want to use as the password)"; }
      Replace "(Provide a password string or parameter)" with your desired password.

Setting a Password for Studio Reports

  1. Go to Navigate > Design > Studio Reports > Script Editor.

...

  1. Choose the OnReportStart function from

...

  1. the dropdown in the Script Editor.

  2. Use the

...

  1. following script:

    Code Block
    {

...

  1.  rpt.Fields(

...

  1. "SYS_EXPORT_

...

  1. PSD").

...

  1. Value =

...

  1.  "(Provide a password string or parameter that you want to use as the password)"; }