General Preferences

Use the General Preferences page to personalize settings such as language, start page and output preferences.

You can set the following preferences on the General page:

Default Start Page: Select a default start page form the drop-down menu. This is the page you will seen when you first log in to the application.

Color Theme: Choose a color from the drop-down list. You can see a preview of the color scheme by clicking the Show Theme Preview button.

Language: From the drop-down list, select the language in which to display pages. The following options for localizing the application at the user level are also available:

Time Zone: Specify the time zone in which you work. The default setting is Greenwich Mean Time (GMT).

When you click Display Advanced Options, the follow options are displayed:

Metadata: Specify the language in which to display the project metadata, such as attribute names.

Data: Specify the language in which to display the project data, such as attribute elements.

Number and Date Format: Specify the language in which to display numbers and dates. This setting, along with the Time Zone setting, ensures that object creation/modification dates and times are converted to your local time if the project information is in another time zone.

Note: The Number and Date Format and Time Zone settings do not affect the report execution dates and times shown in the History List.

Intelligence Server: Specify the language in which all messages from the Intelligence Server are displayed.

Measurement Units: Specify the unit of measurement that should be used for horizontal and vertical rulers, the alignment grid, and the measurement and positioning of objects.

Dynamic HTML: Enable or disable Dynamic HTML optimization. Browser versions above Internet Explorer 6, Netscape 7, or Mozilla Firefox 1.0 fully support DHTML. The default setting is Determine automatically, which means that DHTML optimization is automatically enabled if your browser supports the technology. Select No to use HTML only.

The following functionality is available only if DHTML is enabled:

1. • Automatically submit option selections in drop-down menus as soon as they are selected. Without DHTML optimization,  you must select the option and then click OK or Apply.

   • Move, copy, or rename reports, documents, folders, or other objects while browsing through folder pages

   • Drag and drop objects on or off a grid report

   • Right-click objects in reports or folders to have quick access to formatting options and other functionality

   • Enable outline mode in grid reports, which lets you group data, making longer reports easier to analyze

   • Lock a grid report’s column and row headings, so that when you scroll through a large report the column and row headings remain visible

   • Add shortcut metrics, such as percent-to-total or rank metrics, to a grid report

   • Open movable dialog boxes such as the Report Properties dialog box. If DHTML is disabled, option screens are displayed as panels that cannot be repositioned.

Accessibility Mode - Select to allow software that audibly reads what is displayed on the monitor. Enabling this check box also enables a screen reader-compatible version of this help.

Drop down menus - When selected, users must click on a menu to view sub-menus.

Font style - Specify options for the fonts or typefaces that are applied to the interface and reports. If using a double-byte (Asian) character set in the interface, be sure to select a font type that suits that language display.

Fonts: Select Custom to specify fonts if desired. Select a font in the Available column then click the right arrow to move it to the Selected column. Rank the order of use by clicking the up or down arrows to order them in the priority to use on reports.

Font size: Determine whether to use the default font settings or select a custom font size. To specify a custom font size, select Custom, then type a number in the field.

Output Formats: Set printing and exporting options, as follows:

Use PDF for printing reports: Select to enable PDF print options to adjust a document or report through a PDF preview before printing it. Use PDF printing to specify print options without having to adjust the browser's print settings.

Re-use new window for each export, print, PDF action: Clear this check box to open a new window when clicking PDF, Print, or Export. Select this check box to re-use a PDF, Export, or Print window whenever one of these types of windows is already open.

Full Screen Mode Behavior for Reports: Specify whether reports are displayed in full screen mode.

Read from Report : Reports are displayed in Full Screen mode only if the report's Full Screen Mode setting is enabled.

Open every Report in Full Screen mode: All reports are displayed in Full Screen Mode, by default.

Don't open any Report in Full Screen mode: No reports are displayed in Full Screen Mode.

Full Screen Mode Behavior for Documents: Specify whether documents are displayed in full screen mode. When viewing a document in full screen mode, all of the menus, toolbars, and panels are hidden from view except the standard toolbar and the Page-by field.

Read from Document: Documents are displayed in Full Screen mode only if the document's Full Screen Mode setting is enabled.
Open every Document in Full Screen mode: All documents are displayed in Full Screen Mode, by default.

Don't open any Document in Full Screen mode: No documents are displayed in Full Screen Mode.

Cart-style selections: Select Keep item in list of available answers when making selections in cart-style prompts or filter editors to ensure that selected items are not removed from the Available list when moved to the Selected list.

Qualification A qualification is a condition that must be met for data to be included on a report. For example, "Region = Northeast" means that only those results belonging to the northeast region will be display. : Multiple qualifications can be created for a single filter or custom group. How to combine the qualifications can be specified using the logical Operator Describes a range that data must be within, such as Begins With, Less Than, or Between. For example, using the Begins With operator,where the Last Name value is set to A, the search would return only last names that begin with A. Logical operators are: AND, AND NOT, OR, and OR NOT . The following options can be specified as defaults for qualifications:

Default Operators for Metric Qualification: Determine the default operator (such as Greater Than or Equals) that is displayed in a report filter, view filter, or prompt when creating a metric qualification. When building a metric qualification in a filter or prompt, the operator specified here is displayed by default if it is compatible with the data type of the metric.

Default Operators for Attribute Qualification: Determine the default operator (such as Greater Than or Equals) that is displayed in a report filter, view filter, or prompt when creating an attribute qualification. When building an attribute qualification in a filter or prompt, the operator specified here is displayed by default if it is compatible with the attribute form.

Preserve white space in prompt answers and filter expressions: Determines whether or not to keep the white space in prompt answers and filter details when creating a metric or attribute qualification.

Hierarchy A hierarchy is a group of attributes that are related through some business concept. For example, a Time hierarchy might contain the attributes Year, Month, and Day. browsing: Specify the levels of detail to display when browsing hierarchies of attributes. Hierarchies are used to group related objects to make them easier to find and view together when selecting objects. Select Expand Attributes automatically when there is only one browsing option to allow attributes with only one browsing option to be expanded automatically.

Save Options

Display advanced options: Determine whether or not to display the advanced save options. Use these to choose whether to save reports as static or prompted.

Save Prompted Report as: Select an option from the drop down list

Save the current prompt answers to be the default answers: Select the check box if you want to save the most recently used answers for prompted reports as the default answers.

Click Apply to apply the preferences.

Note: Clicking Load Default Values will reset all preference settings to default values.

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