Access Security
Report templates are workbook documents and the reports produced from these templates are documents in workbook, PDF, or web format. By default, there is no restriction on opening these documents for viewing and editing. Enabling Access Security will prompt users to enter a password to access the document.
Enable Access Security
To enable Access Security for Workbook or PDF (Web does not support access security), from the Project Explorer, in the right-side Tools tab, in the Security section select Settings.
From the Security tab, check Workbook Access Protection and enter the Access Code required to open either a template or a report.
From the PDF Reports tab, check PDF Access Protection and enter the Access Code (see SETUP, Customize a Project for more details).
With access security enabled the following will occur:
When a new template is created, an option to enable access security will be available.
When a report is created from a template that has access security, either workbook or PDF, the user will be prompted to provide the Access Code when the report is viewed.
Please note, this feature is designed to work with Template Design set as the XLReporter Template Studio.