Zap Report/View Scheduler App allows scheduling Reports (Multiple PDF, Excel files in Email), Views, Excel Templates (Multiple Excel files in Email), Word Document Templates (Multiple Word Docs) + Save to SharePoint + Send Multiple Reports in Email using Power Automate / Workflow + 1-Click Export Report (Manual) & Auto-attach to email + Send in Teams!

In our previous blog, we showed – how we can generate PDF reports (e.g. Invoice PDF) using Power Automate / Workflow and send in email to Customer. (link)

This functionality has benefited a lot of our Report Scheduler customers already… now the latest requirement we received was for an ability to PASSWORD ENCRYPT these PDF Invoices + Restrict edit / copy of content.

We are happy to let you know that – Now you can even password encrypt the PDF reports generated using Zap Report Scheduler App. This way only the intended email recipients (Customers) who know the password could open it. Further these passwords could be dynamic – made using customer available information (e.g. combining first few letters of name + AccountID).

Let’s see how we can enable password encryption of PDF reports generated using Zap Report Scheduler App.

Below are the new settings available in “Report Delivery” tab of configuration record (if the selected file export format is PDF):

File Format: PDF
Enable Password Encryption: Yes
Password Type: Static / Dynamic
Open Password (Dynamic): Token to extract first 3 characters of Account Name + last 5 characters of AccountID
Restrict Permissions for PDF: Print / Copy / Edit – Here can select whether these could be allowed or not allowed.

That’s it.

We can now see – how easy it is to keep unauthorized users away from PDF’s generated using Zap Report Scheduler App!

For more information regarding Zap SSRS Report Scheduler App or to take trial, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/

Email support@zapobjects.com if you have any questions.

To view all Zap Apps, check-out: https://zapobjects.com/

Zap Recent Updates (Sep 2024)

1. New Version Released: Zap Report Scheduler App (vX.X.X.X): Now send password encrypted PDF reports to Customers. (e.g. sending password encrypted PDF Invoices to customers). (link)

2. Completely Revamped: Zap Attachment Viewer (with drag-and-drop) (v30.0.1.9): Now pin attachments to the top of list – when viewing attachments for Case / account etc. This way your users will not miss any important attachments. (link)

3. New Version Released: Zap PSA Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)!

4. New Version Released: Zap Helpdesk App (v68.0.1.9) :”Quick Response” feature added to Dynamics New Email Form – allowing agents to compose email faster by auto-populating recipients, subject & body. (link)

5. New Version Released: Zap Copy Record App (v 25.0.1.9):
– Now CLONE Field Service Work Orders in 1-Click (link)
– Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities (link) ; creating recurring maintenance cases (link)

6. New Version Released: Zap Notifications App (v 55.0.1.9):
– Now generate even Push Notifications! (link)
– Send In-App Notification when User/s are mentioned in Timeline of any record (link)

7. New Version Released: Zap Report Scheduler App (v 36.0.1.9): 2 new monthly scheduling options added. e.g. schedule report for FIRST Monday of every month / Last Friday of every month / First of every month / Last date of every month etc (link)

8. New Version Released: Zap Email Parser App (v 33.3.1.9): Support for creating multiple parsing rules for same field. Example: Email address from within email body could be extracted by searching for labels: “Email:”, “Email Address:”, “E-Mail:” etc. Now you can create multiple parsing rules for same destination field.

9. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar):
– Display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type).
– Ability to set any event (custom entity) as recurring.

For questions regarding any Zap App, email sales@zapobjects.com.