This section explains how to use the schedule report settings to compress the exported reports into a zip file by using the Enable File Compression
option.
This is an optional setting, and you can export the uncompressed report by simply unchecking the
Enable File Compression
option.
Click on the Settings
option in the Report Server left-side panel and navigate to the Reports
tab.
Switch to the Schedule
tab as shown in the following image:
Check the Enable File Compression
option and click the Save
button to save the settings.
Exported reports can be made more secure with password protection by enabling the Enable Password Protection
option. The Default Password
option is selected by default.
For the default password setting, the system will generate a password by combining the first four and the last four characters of the user’s email.
You can customize the password protection rules for exporting reports by choosing the Custom Password
option. However, the username or first name is mandatory in the password condition.
For instance, let’s consider a sample user with the following details:
First Name : John
Last Name : Michael
Email: johnmichael@gmail.com
With this sample user as an example, we will explain the possible password combinations and their corresponding unlock passwords in the section below:
Password Rule | Unlock Password |
---|---|
The First four characters of the Email + The Last four characters of the First Name |
johnJohn |
First four characters of First Name + First four characters of Last Name |
JohnMich |
First four characters of Email + Last four characters of Last Name + |
johnhael |
Click the Settings
option in the Report Server left-side panel and navigate to the Reports
tab.
Switch to the Schedule
tab as shown in the following image:
We need to save the export path value for exporting reports to the specified location. By default, the directory root path will be C:\BoldServices\app_data\reporting\Jobs.
You can edit the default directory root path value provided in the “Export path” option, and then click on the Save
button to save the changes.
You can export reports to an FTP location by configuring the respective server credentials. To do this, enable the FTP / SFTP Location Export checkbox. After you have entered the credentials, make sure to save the changes to apply them.