Preferences (L1 and L2)

To change user preferences, go to Reports > Enterprise Intelligence > Preferences. The Preferences window opens.

Links on the left side of the Preferences page direct you to preferences related to the different features in Enterprise Intelligence reports. There are APPLY and LOAD DEFAULT VALUES buttons located at the bottom of each section.

• APPLY - Applies these settings to all projects or to the current project only.
• LOAD DEFAULT VALUES - Restores all settings on the current page to their default values.

Be sure to click the APPLY button before moving to another page, or the selections you make in the current section of Preferences will not be saved.

Clicking LOAD DEFAULT VALUES on any page will reset all of your preferences settings.

The Preferences dialog contains the following sections:

• General
• Folder Browsing
• Grid display
• Graph display
• Export Reports
• Print Reports (PDF)
• Drill mode
• Prompts
• Report Services
• Email Addresses

GENERAL

The following user preferences are available under GENERAL.

• DEFAULT START PAGE - This setting is not required, as the desired page is selected directly from the Enterprise Intelligence submenu. This setting always defaults to HOME, regardless of the option selected from the droplist.
• LANGUAGE - allows you to set your local LANGUAGE. Click the SHOW ADVANCED OPTIONS button to specify the NUMBER AND DATE FORMAT to use and the TIME ZONE in which you work (relative to GMT) so that creation/modification dates and times are converted to your local time even if the audit was conducted in another time zone. The MEASUREMENT UNITS drop-down menu allows you to specify what unit of measurement to be used for horizontal and vertical rulers, the alignment grid, the measurement and positioning of objects, and paper and margin sizes. Click the HIDE ADVANCED OPTIONS button to hide the Advanced Settings options for languages.
• DYNAMIC HTML - provides DHTML capability. This includes functions such as drag-and-drop, right-clicking, using Outline mode, locking row and column headers, etc. If you select DETERMINE AUTOMATICALLY (recommended option), the system will automatically enable DHTML if it is supported by your browser.
• ACCESSIBILITY MODE - allows you to ENABLE SCREEN READER COMPATIBILITY if you use software that audibly reads what is on the page.
• DROP DOWN MENUS - allows you to require a mouse click to open menus. When this option is not selected, a mouse-over will open them.
• FONT STYLE - allows you to select multiple fonts or typefaces that are applied to the interface and reports in a priority order. 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. You can also set the FONT SIZE to the value you need.
• OUTPUT FORMATS - allow you to set specific printing and exporting options. If you want to use PDF to print reports and documents, select the USE PDF FOR PRINTING checkbox. With this option selected, you 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. The RE-USE NEW WINDOW FOR EACH EXPORT, PRINT, PDF ACTION check box lets you determine if you want a new window to open every time you click the PDF, PRINT, or EXPORT buttons. If you want to open a new window, clear this check box. Select this check box to reuse a PDF, Export, or Print window whenever one of these three types of windows is already open.
• CART-STYLE SELECTIONS - allows you to determine if items in cart-style prompts or filter editors remain in the available list even after you add them to the selected list. When you select the KEEP ITEM IN LIST OF AVAILABLE ANSWERS WHEN MAKING SELECTIONS IN CART-TYPE PROMPTS OR FILTER EDITORS check box, items you select are not removed from the available list when you move them to the selected list.

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

• QUALIFICATION - allows you to determine the default operator for metric and attribute qualifications.

FOLDER BROWSING

• ENABLE RUNNING FILTER + TEMPLATE - When selected, you have the option to add a filter and a template to the report you are viewing. From the drop-down list at the bottom of the page, apply the changes to the current project or all projects you have accessed that are stored on the server and then click APPLY.

GRID DISPLAY

The following user preferences are available under GRID DISPLAY:

• GRID STYLE - allows you to use either the grid style preference stored in the report definition or your selected default grid style. If you choose to use a selected grid style, you will not be able to make formatting changes to any of the reports that you run.
• DEFAULT GRID STYLE - provides a list of different grid styles that you can choose as your default for all reports.
• MAXIMUM ROWS IN GRID - limits the number of rows displayed in your report. If your report has more rows than the number entered here, you can use the incremental fetch links to view more data. See Incremental fetch.
• MAXIMUM COLUMNS IN GRID - limits the number of columns displayed in your report. If your report has more columns than the number entered here, you can use the incremental fetch links to view more data. See Incremental fetch.
• SHOW ATTRIBUTE FORM NAMES - lets you specify if attribute form names for attributes with multiple forms are displayed in reports. Select the READ FROM REPORT option (default) to use the View menu to toggle a report's attribute forms ON or OFF.
• SHOW PIVOT BUTTONS - allows you to show or hide pivot buttons on all your reports.
• SHOW SORT BUTTONS - allows you to show or hide sort buttons on all your reports.
• DISPLAY EMPTY GRID AXES IN VIEW MODE - allows you to show or hide a grid report when objects do not exist in the rows. For example, if your report does not contain any objects in the rows, but has objects in the columns, an empty grid is displayed in the part of the report in which there are no objects, in this case, the rows. The empty grid may display messages similar to the following: "Drop objects here to add columns." If this setting is disabled, only portions of the grid that contain objects (in this case, the columns) are displayed.
• ENABLE SORTING BY ATTRIBUTE FORMS THAT ARE NOT DISPLAYED ON THE GRID - allows you to determine whether to sort according to attribute forms that are not displayed on the grid.
• AUTOMATIC PAGE-BY - lets you determine if a new page of information displays immediately when you select a choice in a page-by drop-down list. If this check box is cleared, you must click the apply icon to see the new information after making a selection. This may be useful if there are multiple page-by drop-down lists to select from and you wish to click the apply icon only after all of the selections have been made.
• USE IMAGES FOR DEPICTING EXPAND AND CONTRACT IN OUTLINE MODE - is mainly a troubleshooting setting used to adjust the expand and contract symbols in Outline mode. If the expand and contract symbols images do not appear correctly in Outline mode, change this setting to resolve the issue.

GRAPH DISPLAY

The following user preferences are available under Graph display:

• GRAPH SIZE - lets you choose to set the size (width and height) of the graph displayed or to use the size settings stored in the report definition.
• SHOW GRAPH REPORTS BY DEFAULT IN 'GRID AND GRAPH' VIEW MODE - displays graph reports in Grid and Graph mode by default. This setting changes depending on how the last graph report was viewed. For example, if this option is selected when a graph report is executed, the report is displayed as both a grid and a graph. Change the report to display graph only, and this setting is cleared.

EXPORT REPORTS

The following user preferences let you determine how to export your report:

• EXPORT - allows you to choose to export either the entire report or only the portion of your report displayed in your browser.
• EXPORT GRIDS TO:
  • EXCEL WITH PLAIN TEXT - The Excel spreadsheet includes only the text of the report.
  • CSV FILE FORMAT - This format includes the text of the report separated by commas.
  • EXCEL WITH FORMATTING - The Excel spreadsheet maintains all colors, fonts, and structure in the report.
  • HTML - The grid is exported to an HTML page.
  • PLAIN TEXT - The text of the report is exported in plain text, and the delimiter you specify separates each cell of the report.
• EXPORT GRAPHS TO:
  • EXCEL WITH FORMATTING - The graph is opened in the version of Excel you specify in the Excel version drop-down menu below.
  • HTML - The graph is exported to an HTML page.
• EXPORT HTML DOCUMENTS TO:
  • HTML - The HTML document maintains its format, color, and structure and features when exported to HTML.
  • EXCEL WITHOUT FORMATTING - Only grids are exported in plain text, giving users access to the raw data of the grid reports. Graph reports within HTML documents are not exported to Excel.
  • EXPORT REPORT TITLE - includes the report title in the export.
  • EXPORT PAGE-BY INFORMATION - includes all page-by information in the export.
  • EXPORT FILTER DETAILS - You can choose whether or not to export the filter details on any given report. If you choose to export them, they will appear right above the exported report.
  • EXPORT HEADER AND FOOTER - includes the report's header and footer. To customize the header and footer that is exported, click the EDIT CUSTOM SETTINGS button. You may then insert auto-text, specify a custom header and its position on the page, and specify a custom footer.
  • EXPAND ALL PAGE-BY FIELDS - expands the page-by fields before exporting.
• EXCEL VERSION - lets you specify which version of Excel is used to export reports and documents.
• EXPORT METRIC VALUES AS TEXT - lets you decide if numeric values should be exported as text or as numbers. If you choose to export metric values as numbers, Excel may automatically format the number. For example, $34.23614 may be rounded to $34.24 in Excel. If you choose to export metric values as text, Excel will not automatically format the numbers. This setting only applies to exports to Excel. Note: This option is only enabled when either Excel with plain text or Excel with Formatting are selected.
• EXPORT HEADERS AS TEXT - lets you decide if header values should be exported as text or in their current format, which could be numeric, date, and so on. This setting only applies to exports to Excel. Note: This option is only enabled when either Excel with plain text or Excel with Formatting are selected.
• PLACE EACH PAGE ON A SEPARATE SHEET - places each page of the report on a separate sheet. When unchecked, all pages of the report are placed in a single sheet in Excel.
• ALWAYS EXPORT GRAPHS AS LIVE EXCEL CHARTS - lets you determine if reports with graphs are exported as "live" Excel graphs. This means that you can perform Excel manipulations on the graphs contained in reports just as you can on any graph in Excel. This setting only applies to exports to Excel with formatting. If you do not enable this setting, graphs are exported to Excel as bitmaps.
• REMOVE EXTRA COLUMN FROM EXPORTED GRID - lets you determine if the last column of the row headers, which contains the word "Metrics" is displayed on a report. This setting only applies to exports to Excel with formatting.
• SHOW OPTIONS WHEN EXPORTING - If you select this check box, the Export Options window will open each time you export a report. If you clear the check box, the options window will not open and the report is exported with the settings you have saved in User Preferences.

PRINT REPORTS

The following user preferences are available under Print:

If PDF printing is enabled on the GENERAL page of User Preferences, this Print preference displays as "Print(PDF)."

Note: Be aware that the inclusion and order of these Print preferences varies depending on your user preferences. Some of the following preferences are PDF-specific (listed below as "PDF only") and only appear if you select the Use PDF for printing reports check box in the General section of User Preferences. Other preferences are browser printing-specific (listed below as "Browser printing") and only appear if you clear the Use PDF for printing reports check box. Also, some browser printing-specific preferences are DHTML-only (listed below as "DHTML-only").

• EXPORT (PDF only) - allows you to specify whether to print the Whole Report or the Portion displayed only.
• HEADER AND FOOTER - allow you to use headers and footers saved as part of the report settings or to use a customized header and footer on all your reports. Click the EDIT CUSTOM SETTINGS button to access the Header/Footer Editor page. You can specify what text to print in the left, center, and right portions of the header and footer; you can simply type this text or insert fields specific to the report by clicking "insert" icons near the top of the page. These options include: page number, number of pages, date, time, project name, report name, template name, filter name, filter details, and user name.

  For example, to add text in the footer such as "Page 1 of x" (where x is the total number of pages in the report), click in the center text box in the Footer portion. Type the word "Page " then click the INSERT PAGE NUMBER icon. Type " of " then click the Insert number of pages icon. This would look like the following when you are finished: "Page &[Page] of &[NPages]" (without the quotation marks).

  A Web administrator can set default header and footer settings that are applied to every report created in the current project. To set these defaults: Click PROJECT DEFAULTS on the left side of the Preferences page, select PDF (If PDF printing is enabled, select Print (PDF) instead), then click the Edit Project Header/Footer button at the bottom of the screen. Edit the header and footer settings and click Apply to apply these default settings to every report on the server.

• SCALING - allows you to adjust the amount of the report's content (and thus, the size of the font) that prints on a page; select either to adjust the font as percent of original size or Fit to page; and specify whether for all columns, or rows, or both.
• PRINT THE GRID AND THE GRAPH ON THE SAME PAGE - determines if the grid and the graph will be printed on the same page when printing a report displayed in Grid and Graph mode. When enabled, this setting ensures that the graph you are currently viewing is placed on one page along with its corresponding grid. Additional sections of the report, if any, will be displayed on subsequent pages, always with the graph and its corresponding grid rows on the same page. If you clear the check box, the grid and graph will print on separate pages.
• ORIENTATION - allows you to choose to print reports in either portrait or landscape view.
• PRINT COVER PAGE WITH FILTER DETAILS - allows you to print the filter details of the report on a separate page before the contents of the report.
• EXPAND ALL PAGE-BY FIELDS - allows you to print all combinations of items in the Page-by axis when printing a report that has one or more items in the Page-by axis. To print only the items currently displayed, clear this check box.
• PAPER SIZE - allows you to determine the paper size on which to print a report.
• MARGINS (unit type) - allows you to set the top, left, right and bottom margins. Note: For reports to print correctly, these margin settings and the margin settings in the browser's File, Page Setup option must match (only applicable if PDF printing is disabled).
• MAXIMUM HEADER/FOOTER (unit type) - lets you set the size at which the report header and footer can be overwritten. If the header or footer is larger than its maximum size and the report must use the space to display its content, the header or footer is cut off by the report content. If the report does not use the space, the entire header or footer displays regardless of size.
• USE BITMAPS FOR GRAPHS (PDF only) - lets you determine if graphs are generated using a bitmap format or a vector format (default). When the Use bitmaps for graphs check box is selected, the Use draft quality for graphs check box becomes available. Select the USE DRAFT QUALITY FOR GRAPHS check box if you want the exported PDF to use lower-quality graphs; this results in a smaller PDF file size and is particularly helpful when you do not intend to print the report or document.
• EMBED FONTS (PDF only)- lets you determine if you want to use the original fonts chosen in the Document Editor to display and print the PDF, even on machines that do not have those fonts installed. This ensures the portability of the PDF.
• SHOW OPTIONS WHEN PRINTING - allows you to choose to be prompted for print options every time you print.

PDF
This preference is only visible if you did not select the Use PDF for printing check box in the General section of User Preferences. The following user preferences are available under PDF:

• EXPORT - allows you to choose between Whole report or Portion displayed to export either the entire report or only the portion of the report displayed.
• HEADER AND FOOTER - allow you to use headers and footers saved as part of the report settings or to use a customized header and footer on all your reports. Click the Edit Custom Settings button to access the Header/Footer Editor page. You can specify what text to print in the left, center, and right portions of the header and footer; you can simply type this text or insert fields specific to the report by clicking "insert" icons near the top of the page. These options include: page number, number of pages, date, time, project name, report name, template name, filter name, filter details, and user name.

  For example, to add text in the footer such as "Page 1 of x" (where x is the total number of pages in the report), click in the center text box in the Footer portion. Type the word "Page " then click the Insert page number icon. Type " of " then click the Insert number of pages icon. This would look like the following when you are finished: "Page &[Page] of &[NPages]" (without the quotation marks).

  A Web administrator can set default header and footer settings that are applied to every report created in the current project. To set these defaults: Click Project Defaults on the left side of the Preferences page, select PDF (If PDF printing is enabled, select Print (PDF) instead), then click the Edit Project Header/Footer button at the bottom of the screen. Edit the header and footer settings and click Apply to apply these default settings to every report on the server.

• SCALING - lets you determine whether the report's content size will be adjusted by default. The choices are
  Adjust font to __% of original size allows you to manually set the percent to shrink.
• FIT TO __PAGE(S) WIDE BY __ TALL - lets you specify the page dimensions to which the contents will be fit.
• PRINT THE GRID AND THE GRAPH ON THE SAME PAGE - determines if the grid and the graph will be printed on the same page when printing a report displayed in Grid and Graph mode. When enabled, this setting ensures that the graph you are currently viewing is placed on one page along with its corresponding grid. Additional sections of the report, if any, will be displayed on subsequent pages, always with the graph and its corresponding grid rows on the same page. If you clear the check box, the grid and graph will print on separate pages.
• ORIENTATION - lets you determine whether reports are exported to PDF in landscape (horizontal) or portrait (vertical) orientation.
• PRINT COVER PAGE WITH FILTER DETAILS - allows you to print the filter details of the report on a separate page before the contents of the report.
• EXPAND ALL PAGE-BY FIELDS - allows you to print all combinations of items in the Page-by axis when printing a report that has one or more items in the Page-by axis. To print only the items currently displayed, clear this check box.
• PAPER SIZE - lets you determine the paper size on which to export a report.
• MARGINS (unit type ) - lets you set the top, left, right, and bottom margins. For reports to print correctly, these margin settings must match those in the browser's File, Page Setup option (only applicable if PDF printing is disabled). The default value for all of them is 0.75 inches.
• MAXIMUM HEADER/FOOTER SIZE (unit type ) - lets you set the size at which the report header and footer can be overwritten. If the header or footer is larger than its maximum size and the report must use the space to display its content, the header or footer is cut off by the report content. If the report does not use the space, the entire header or footer displays regardless of size. The default values of both of them is 5 inches.
• USE BITMAPS FOR GRAPHS (PDF only) - lets you determine if graphs are generated using a bitmap format or a vector format (default). When the Use bitmaps for graphs check box is selected, the Use draft quality for graphs check box becomes available. Select the Use draft quality for graphs check box if you want the exported PDF to use lower-quality graphs; this results in a smaller PDF file size and is particularly helpful when you do not intend to print the report or document.
• EMBED FONTS (PDF only)- lets you determine if you want to use the original fonts chosen in the Document Editor to display and print the PDF, even on machines that do not have those fonts installed. This ensures the portability of the PDF.
• SHOW OPTIONS WHEN EXPORTING TO PDF - determines whether the PDF Options window opens each time a report is exported to PDF. If the check box is cleared, the options window does not open unless the user chooses that setting in User Preferences.

DRILL MODE

Currently, drill modes are custom and must be set up by RizePoint. Contact RizePoint if you require a custom drill mode.

PROMPTS

The following user preference is available under Prompts:

• VIEW PROMPTS - You can choose to view all the report's prompts on one page or to view each prompt on its own separate page.

REPORT SERVICES

The following user preferences are available under Report Services; they relate to document creation in Web:

• DOTS PER INCH (DPI) - lets you specify the resolution in which documents are displayed in Web. 96 DPI is the default DPI setting. Images with a high DPI count appear sharper than those with a lower DPI count.

E-MAIL ADDRESS(ES)

Email Address(es) lets you manage the email addresses you can use to email on a schedule and use the Send Now feature. This interface allows you to create, edit, and delete e-mail addresses.