General Project Defaults

The General project defaults page lets you specify default options for the application, including the language in which reports are displayed and whether or not to display save options that let you save a report as static or prompted.

You can set the following project defaults on the General page:

Default start page: Select a default start page location. Options include Home, Summary, History List, My Subscriptions, My Reports, Shared Reports, Create Report, Create Document, Alerts Page and Exception Results. You can also choose to start with the Last Folder or Last Report visited, if you have previously viewed a folder or report.

Color Theme: Select a color theme from the drop-down list. Click Show Theme Preview to see how the color scheme will look.

Language: Specify the language in which to display pages. You can specify a number of locale and internalization options. For details and steps, see Specifying locale and internationalization settings.

Number and Date Format: Specify the language in which to display numbers and dates in XBR Ingenium. 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.

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.

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

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

Time Zone: Specify the time zone in which you work.

Dynamic HTML: Enable or disable Dynamic HTML optimization. Browser versions above Internet Explorer 6, Netscape 7, or Mozilla Firefox 1.0 fully support DHTML. Select No to use HTML only.

The following functionality is available only if DHTML is enabled:

Automatically submit option selections in drop-down menus as soon as they are selected. Without DHTML optimization, Web requires you to 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.
Display documents in Express Mode

Show this option in user preferences: To ensure all project users have the option to select Dynamic HTML optimization from the General user preferences page, select this check box. To remove the option from that page for users, clear this check box.

Accessibility Mode: If you use software that audibly reads what is on the page, select the Enable screen reader compatibility check box. Enabling this check box also enables a screen reader-compatible version of this online help. If you select this check box, users can view documents in Express Mode as they might in a static PDF file.

Drop down menus: Select or clear the Require mouse click to open menus check box to determine whether to require a mouse click to open menus. If the check box is cleared, menus open when a user places the cursor over them. This is only applicable when DHTML is enabled.

Data display: Remove the white space at the beginning and end of warehouse data, such as attribute elements and custom group elements, by selecting the Trim leading and trailing white space for warehouse element data check box.

Sort: Specify the number of sorting criteria to be listed in the Sort Editor. Users can create more complex sorts if they can define more sorting criteria.

Search Page: Specify the following search options:

Maximum number of elements to return: Specify the maximum number of objects, such as reports and documents, that are listed in search results. The maximum allowed is 500.

Maximum number of concurrent searches: Specify the maximum number of concurrent searches by a user. For example, if you specify 2, a user may run two searches in two separate browser windows during a session.

Refresh report: Specify the source of the data that is used to update a report when the user clicks the Refresh or Re-run Report icon in a report or document:

Document caching:

1. Create or Update Dataset Caches For Document Executions: Select this check box to ensure that caches are created or modified for the datasets in Report Services documents when the documents are run. Since caching may decrease document execution performance the first time a document is run, consider that dataset caching may not be necessary if the datasets are used primarily within the context of documents and not as stand-alone reports. If this check box is cleared, the formatting of the documents is the only part of the documents that is cached; this results in the documents being executed more quickly than if the datasets and formatting are both cached.

Incremental fetch:

1. Maximum number of attribute elements per block: Set the maximum number of attribute elements that are displayed at one time when Web retrieves lists of attribute elements in prompts, or the Filter Editor. Additional attribute elements are returned by clicking the incremental fetch icons or .
  
  Maximum number of report objects per block: Set the maximum number of report objects that are returned at one time when Web retrieves lists of report objects in prompts, the Report Filter editor, or the Object Browser. Additional objects are returned by clicking the incremental fetch icons or .
  
  Note: These incremental fetch settings are not applicable to prompts and filter editors that contain predefined lists of elements or objects.

Wait page: Set the frequency with which the wait page is refreshed during report execution.

Administrator contact information: Type the contact information for the system administrator in the field. This contact information is automatically displayed when the user encounters an error.

Font style: Specify options for the fonts or typefaces that are applied to the interface and reports.

Fonts: Determine whether to use the default font settings or select specific fonts for use in Web. Select Custom to specify fonts. Once you select a font in the Available column, click the right arrow to move it to the Selected column. You can then select a font and click 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. The default value is 8.

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

1. Use PDF for printing reports: Determine whether or not to use PDF to print reports and documents. Select this check box to enable PDF printing, which allows you to adjust your document or report through a PDF preview before printing it. PDF printing is convenient because it allows you to specify print options without having to adjust your browser's print settings.
  
  Re-use new window for each export, print, PDF action: Determine whether or not to open a new window every time you click the PDF, Print, or Export buttons in Web. To ensure a new window opens for each of these actions, clear this check box. Select this check box to reuse a PDF, Export, or Print window whenever one of these types of windows is already open in Web.
  
  Full Screen Mode Behaviour for Reports: Specify whether or not reports are displayed in Full Screen mode in Web. The options are:
  1. Read from Report: Reports are opened in Full Screen mode only if the report's Full Screen mode setting is enabled. Within reports, this setting is the Always open this report in full screen mode check box in the Grid Options dialog box.
    
    Open every Report in Full Screen mode: All reports are executed in Full Screen mode by default.
    
    Don't open any Report in Full Screen mode: Reports are not executed in Full Screen mode by default.
  Full Screen Mode Behavior for Documents: Specify whether or not documents are displayed in Full Screen mode. When you view 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. This allows you to focus attention on the data itself and maximize the amount of the document that can be shown at one time. The options are:
  1. Read from Document: The document is opened in Full Screen mode only if the document's Full Screen mode setting is enabled. Within reports, this setting is the Always open this document in full screen mode check box in the Document Properties dialog box.
    
    Open every Document in Full Screen mode: All documents are executed in Full Screen mode by default.
    
    Don't open any Document in Full Screen mode: Documents are not executed in Full Screen mode by default.

Cart-style selections: Determine if items in cart-style prompts or the Report Filter and View Filter editors remain in the Available list even after they are moved to the Selected List.

Keep item in list of available answers when making selections in cart-style prompts or filter editors: Select this check box to ensure that items you select are not removed from the Available list when you move then to the Selected list.

Note: This option only applies to cart-style prompts and filter editors.

Qualification:

1. 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 a user creates a metric qualification. When a user builds a metric qualification in a filter or prompt, the specified operator is displayed by default as long as it is compatible with the datatype 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 a user creates an attribute qualification. When a user builds an attribute qualification in a filter or prompt, the specified operator is displayed by default as long as it is compatible with the datatype of the attribute form.
  
  Preserve white space in prompt answers and filter expressions: Determine how prompt answers and filter expressions are displayed. Select the check box to ensure that prompt answers and filter expressions are displayed closely together.

Hierarchy browsing: This feature allows you to specify what levels of detail are present when browsing hierarchies.

1. Expand attributes automatically when there is only one browsing option: If only one attribute is available for browsing, and this option is selected, the attribute is automatically expanded.

Custom Visualizations:

1. Enable Custom Visualizations Editor: Determine whether or not to enable the Custom Visualizations Editor. The Custom Visualizations Editor allows users to display a report as a custom widget, or add a custom widget to a document.

Save Options:

1. Display advanced options: Allow users to specify reports as static or prompted when saving reports.

Object Management:

1. Allow users to navigate to project root on Copy, Move and Create Shortcut dialogs: Determine whether or not users can access the project root folder when moving, copying, or creating shortcuts. If this check box is cleared, users can only access the My Reports, Shared Reports, and My Objects folders.

Click Apply to apply the changes.

Note: Clicking Load Default Values will reset all options to their default settings.