How to create password protected Excel Reports?

How to create password protected Excel Reports?

FIRST CREATED ON 16 Jul 2025  I  AUTHOR Emma Camacho

To achieve the same functionality as the Excel's feature File > Info > Protect Workbook > Encrypt with Password



please follow these steps:


1) Create the Excel Report
2) Call the expression PasswordProtectReportDocument to assign a password to the Report
3) Distribute the Report 

Example:


The EXECUTE CODE action looks like this:



The complete CODE looks like this:


The first parameter in the PasswordProtectReportDocument should match the name assigned in the CREATE REPORT DOCUMENT action.
The second parameter is an expression, therefore a field, variable, etc could be used instead of a hardcoded password.



Info

Looking for Additional Guidance?

If you require more detailed information or further assistance, please visit our comprehensive Online Documentation. Our resources are designed to help you navigate all features and functionalities effectively.




    • Related Articles

    • How to create password protected PDFs?

      FIRST CREATED ON 19 May 2023 I AUTHOR Emma Camacho To create password-protected PDFs using Mail & Deploy, please follow these steps: (1) In the Create Report Document Action -> FILE TYPE -> Adobe PDF Document (2) Go to SETTINGS -> Has User Password ...

    • How to send Reports to Teams Channels?

      FIRST CREATED ON 10 Jul 2025 I AUTHOR Emma Camacho This is an example of how to send Reports to Teams Channels. 1) Get the email addresses of the Channels. 2) Add them to the supporting app. 3) Create a Task that cycles the Region field, create a ...

    • How to create a Task using a PowerBI Supporting Report using SQL queries (with example)?

      FIRST CREATED ON 13 October 2025 I AUTHOR Emma Camacho Following the example How to create a Word report using PowerBI as a data source in Mail & Deploy (with example)? we are ready to send the Reports to the Store Managers. The following screenshot ...

    • How to create a Task using a PowerBI Supporting Report using DAX queries (with example)?

      FIRST CREATED ON 23 October 2025 I AUTHOR Emma Camacho Following the example How to create a Word report using PowerBI as a data source in Mail & Deploy using DAX queries (with example)? we are ready to send the Reports to the Store Managers. The ...

    • How to manage a Send Email Test Run Using a Global Variable?

      FIRST CREATED ON 14 Mar 2024 I AUTHOR Emma Camacho To ensure email tests are managed properly and avoid sending emails to unintended recipients, use a Global Variable to control test runs. This allows you to easily toggle between test and live modes. ...