Report Password Configuration

You can now optionally password protect your PDF reports that are sent via email or downloaded from a public link on QBench! Setting a password for reports helps prevent sensitive data being stolen or viewed by people that don't have access. You can use a “static” password for each report template, or a “dynamic” password using the Jinja templating language to specify which fields should be used to comprise the password. This means as a LIMS admin you can set up a unique password for each customer while utilizing fields that already exist or adding additional fields specifically for that use.

Password protection on reports is only applicable when:

1. The report is set to public and customers are viewing via the downloaded file from the public link
2. The report is sent through email and the customers is viewing via the attachment file

There are numerous cases for setting a password with Jinja. 

For example, if the user wants to set the password as a customer’s birthday for the order reports, they can create an additional field for the Order and if the field is named birthday, the password on the Report Template Configurations can be set as {{order.birthday}}. (More examples on utilizing Jinja for report configuration can be found here: QBench Report Template Documentation.)

Passwords are generated at the time of Report generation and will never change. If an admin modifies the Report Template password field, any future Reports will use the new password, and any previously generated reports will still use the old password.