Adding a Password to your Report Builder Reports

Learn how to password protect your report builder reports for extra security.

For extra security if you are sharing your reports, you can create external links for users, and password protect them.

To password protect a report

  1. Navigate to Venue > Report Builder.

  2. When creating a report on the final settings page, there is an option “Allow External Access To Report” select Yes, and then you will be prompted with "Protect With Password" if you wish to password protect the document. Select “Yes

  3. Type in a password of your choice and select “Build Now”.

Once  back on the Report Build page you can build your report by selecting the report on the left and clicking 'Build Now'. 

When your report build is complete, you will have 5 file types to view depending on the report type your are building. Generally most people will use HTML, which displays your report on a web page, or CSV which downloads it into a csv format, which if you have Excel will open your report into a spreadsheet.

Provide the links to the external person in question.

Provide the password to them separately. Once they click on the link they will be prompted to input the password to view the report.

The password will remain the same for the report until it is changed. The report will be updated as often as you have told it to be built (e.g. build once a day, once a week. It will stay the same until the next nominated build date).