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Document basics

Working with Report Services documents
Opening and viewing a document
Document Editor
   - Layout area
   - Dataset Objects
   - Grouping panel
Creating a document
   - from scratch
   - using a template
Saving a document
Choosing a display mode: Design, Editable, Flash, Interactive, and View
Working with documents in Interactive Mode

Quickly switching between Grid and Graph view
Working with documents in Flash Mode
   - Enabling and disabling Flash Mode
   - Interacting with widgets in Flash Mode
   - Sorting grid reports in Flash Mode
   - Pivoting grid report objects in Flash Mode
   - Quickly switching between a Grid and Graph view in Flash Mode
   - Sending Flash-enabled documents to other users
   - Troubleshooting common Flash Mode issues
Exporting a document
Viewing a document in PDF
Printing a document
Modifying page setup options
Menu bar options in documents
Toolbars in documents
Document Properties dialog box
   - Color and Lines tab
   - Other tab
Page Setup dialog box
   - Page tab
   - Margins tab
   - Document tab
   - Sections tab

Working with Report Services documents
You can create data-rich documents that are suitable for presentation to management or printing for boardroom-quality material. When creating a document, you can specify what data appears, control how it will be laid out and formatted, and decide how it should be grouped, sorted, totaled, and if and how page breaks should occur. You can also insert pictures and draw borders in the document.

A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. A document is used to format data from multiple reports in a single display of presentation quality. Most data on a document is from an underlying dataset, which is a standard MicroStrategy report. Other document items that do not originate from the dataset are stored in the document's definition. Examples of these other items are static text fields, document page numbers, and images.

All of these capabilities allow you to create documents that are suitable for presentation to management for printing boardroom quality material. They are used to create the highest-quality, Pixel Perfect™ documents such as scorecards and dashboards, managed metrics documents, production and operational documents, and more.

Note: HTML documents in the MicroStrategy platform, formerly called documents, are HTML shells into which you can place MicroStrategy reports and other graphics, and control the formatting and appearance with stylesheets. In this online help, the term document signifies a Report Services document. For information about HTML documents, see HTML Documents.

For basic concepts, steps, and interface-specific help, click any of the following:

Opening and viewing a document
You can open a document in either Design Mode, which allows you to modify the layout of the document, or one of the default display modes, such as Editable, Interactive, View, or Flash Mode. Each display mode provides you with a subset of functionality. For example, Editable Mode allows you to view the results of the document while formatting it, while View Mode allows you and other users to view the document results, but does not allow you to format any aspect of the document. For conceptual information about the different display modes and to steps to switch between them, see Choosing a display mode. For information on determining the display mode in which a document opens, see Defining the display mode in which a document opens.

To modify an existing document, that is, to open it in Design Mode:

  1. From the folder pages, navigate to the folder you want to open.
  2. Do one of the following:
    • If the objects in the folders are displayed as large icons, click the Edit link below the document to modify. The document is opened in Design Mode.
    • If the folders are displayed in a list, click the Edit icon to the right of the document to modify. The document is opened in Design Mode.

To open the document in its default display mode, which could be Editable, Interactive, View, or Flash Mode depending on how the document was saved:

  1. From the folder pages, navigate to the folder you want to open.
  2. Click the name of the document. The document is opened in whichever display mode it was set to be opened in by default. This can be Editable, Interactive, View, or Flash Mode.

Document Editor
To use the Document Editor correctly, you need to know about the following sections within its interface. Click each link for more information.

  • Layout Area: in the center of the interface, provides the framework for displaying the headings and value cells of the dataset objects.
  • Dataset Objects: on the left side of the interface, contains the objects selected for the document.
  • Grouping panel: at the top of the interface, lets you group information in the document in a hierarchical structure.
  • Menu bar options: provide functionality options for the editor.
  • Toolbars: use icons to provide direct access to the primary tools available from the menu bar.
Layout area
The Layout area is in the center of the Document Editor interface and provides the framework for precisely controlling where controls (that is, data fields) are rendered when the document is viewed in HTML mode or printed in PDF.

To add data, drag objects from Dataset Objects and drop them into this area. For information, see Documents - Layout. Controls are rendered differently depending on what section they are placed in, as described below:
  • Page Header/Footer: prints at the top and bottom of each page.
  • Document Header/Footer: prints at the beginning and end of the document.
  • Grouping Header/Footer: prints one header and footer pair for each field in the Grouping panel; prints surrounding the Detail Header/Footer.
  • Detail Header/Footer: prints immediately before and after each group of Detail sections.
  • Detail: repeats for each row in the dataset as grouped.

You can expand and collapse a section by clicking the plus or minus sign next to the section name. To increase the size of a section on the Layout area, click and drag the bottom boundary of the section. This provides more space as you design the document. Neither process affects the section size or whether controls display when the document is viewed or printed.

The Layout area provides an alignment grid to help you control the placement and alignment of controls. You can change the density of the grid by defining the Alignment grid density in the Report Services preferences in the User Preferences.

Note: If your layout expands past the width of a single page, a dotted line is displayed to show the page break.

Dataset Objects
Dataset Objects is on the left side of the Document Editor interface and contains all of the items that can be placed on the document. These items include attributes, metrics, custom groups, and consolidations from an existing MicroStrategy report, regardless of whether or not they are displayed on the report.

For example, even if a metric is in the Report Objects but not displayed on the grid, that metric is still listed as a dataset object.

You can drag and drop items from Dataset Objects onto the Layout area to add them to the document. This creates text fields in the Layout area. If you drag and drop a dataset name from Dataset Objects to the Layout area, you create a Grid. You can determine if the dataset is displayed as a Grid, Graph, or Grid/Graph by right-clicking the dataset grid, highlighting View Mode, and selecting the appropriate mode.

Dataset Objects first displays the dataset name, then lists the objects used in it. If multiple datasets are included on the document, the name of the primary dataset is bolded; all others are secondary. For more information on primary and secondary datasets, please refer to Documents - Advanced.

Grouping panel
The Grouping panel lets you group information in the document in a hierarchical structure. It is available in both the Design and Document modes.

To add a group, drag and drop any attribute, consolidation, or custom group from the Dataset Objects onto the Grouping panel. This adds a corresponding pair of header and footer sections to the Layout area. For more information, see Grouping records in documents.

Creating a document
You can create a document in either of the following ways:

  • from scratch, using the Document Editor: Allows you to select the information to be included and the formatting of the document.
  • from a template, using the Document Editor: Allows you to start with a predefined structure when you create a new document. A document created with a document template contains the same datasets, controls, formatting, and layout as the template. You can then add to and change the new document as needed. MicroStrategy provides a few predefined document templates, including the Blank Dashboard template. This template displays only one section, the Details Header, allowing you to easily design a dashboard using the whole screen. This section is sized for one page use. Also, if you add a Grid/Graph, the title bar is shown by default.

    For more information about dashboards, see Creating dashboard documents.

Note: Do not confuse document templates and Autostyles. Autostyles contain formatting information only, while document templates contain datasets, controls, and layout as well.

Creating a document from scratch
You can create a document using the Document Editor, which allows you to select the information to be included and the formatting of the document.

To create a document using the Document Editor:

  1. Open your project and select Create Document. The Create Document page is displayed.
  2. Select Blank Document. The Document Editor opens in Design mode.
  3. From the Data menu, select Add Dataset. The Select Dataset dialog box opens. Select the dataset report from the drop-down list or use the Find button to locate it.

    Note: If you have OLAP Services, be aware that the Dataset Objects panel contains all of the objects from the dataset report, regardless of whether they are displayed on the report. For example, even if a metric is in the Report Objects but not displayed on the grid, that metric is still listed as a Dataset Object.
  4. Click OK. The selected dataset and its objects are displayed in the Dataset Objects panel. Repeat steps 3-5 for each dataset you wish to include in the document. 
  5. Select and add the dataset objects to the appropriate sections in the document.
  6. Add objects such as Grid/Graphs, shapes, text fields, panel stacks, and widgets to the document. For more information, see Adding and working with objects in a document.
  7. Format the document and controls, if desired.
  8. Group and sort the data, if necessary.
  9. Save the document by selecting, from the File menu, Save As.

Creating a document using a template
In Desktop, a document designer can create a document and save it as a document template. Then, in Web, you can use the template to create new documents. A template allows you to start with a predefined structure when you create a new document. A document created with a document template contains the same datasets, controls, formatting, and layout as the template. You can then add to and change the new document as needed. MicroStrategy provides a few predefined document templates.

If you want to create a dashboard document, you can use the Blank Dashboard template. For more information, see Creating dashboard documents.

Prerequisites

In order for templates to display in the Create Document page, a document designer must store the templates in the Object Templates/Documents folder in MicroStrategy Desktop. To display this folder, open the Desktop Preferences dialog box, select Browsing Options, and then select the Display hidden objects check box.

To create a document using a template:

  1. Open your project and select Create Document. The Create Document page is displayed.
    Note: If you have the appropriate privileges, the View document in Design Mode check box is selected by default. Clear the check box if you want to open the document in Document View.
  2. Select a document template. The document opens in the Document Editor, with the dataset objects, controls, formatting, and layout of the template.
  3. Add objects to the document and format the document and objects within it. For example, you can do the following:
  4. Save the document by selecting, from the File menu, Save As.

Saving a document
The Save As dialog box opens when you save a regular document. It provides the following options:

  • Save in: indicates the location of the document.
  • Save as: indicates the name of the document.
  • Description: provides any information about the document (optional).

For a prompted document, the following Advanced settings are displayed, from which you need to make a selection to indicate whether your current prompt answers should be saved as part of the document definition:

  • Keep Prompt Answers, do not prompt on open: Your last prompt answers are saved in the document definition. When the document is executed again, the prompts are not displayed. The saved answers are used to resolve the prompts.
  • Keep Prompt Answers, prompt on open: When the document is executed again, the prompts are displayed, with the defaults set to the saved answers.
  • Discard Prompt Answers, prompt on open: Your last prompt answers are not saved in the document definition. When the document is executed again, the prompts are displayed in their original form.

By default, the Discard prompt answers, prompt on open check box is selected.

Note: A document does not itself contain prompts, but a document can include datasets that have prompts. Choices made in this dialog box do not affect the dataset reports that contain the actual prompts.

Choosing a display mode: Design, Editable, Flash, Interactive, and View
You can view and work with a document using several different display modes in Web. For example, you can create and modify a document in Design Mode or Editable Mode and then switch to View Mode to simply view and analyze the document. You can switch to Interactive Mode to analyze and manipulate grid and graph reports, or Flash mode, to work with Flash-only features like widgets. Refer to the list below for descriptions of each display mode.

To switch between modes, select the appropriate display mode from the View menu or on the Standard toolbar.

Use the summary table below to quickly determine the mode in which you want to and are able to work. Each mode is discussed in further detail below the table.

Display
Mode
What You Can Do In It
Limitations
Design Mode
  • Intended for document designers.
  • Create a new document.
  • Edit an existing document.
  • Quicker performance since document results are not displayed.
  • Add and remove dataset objects.
  • Insert controls such as Grids/Graphs, text fields, lines, shapes, and panel stacks.
  • Edit and format controls.
  • Format Grid/Graph containers only.
  • Pivot report objects on grid reports.
  • Use Group-by.
  • Cannot view the results of the document without switching modes.
  • Cannot format all aspects of Grid/Graphs, including metric values and attribute headers.
  • Cannot format widget Flash properties.
  • Cannot use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph.
  • Cannot use Page-by to group data.
  • Cannot sort grid reports.
  • Cannot use the Fit to contents/window features.
  • Cannot show or hide rulers.
Editable Mode
  • Intended for document designers.
  • Create a new document.
  • Edit an existing document.
  • View the results of the document.
  • Add and remove dataset objects.
  • Insert controls such as Grids/Graphs, text fields, lines, shapes, and panel stacks.
  • Edit and format controls.
  • Format Grid/Graphs, including the formatting of metric values and attribute headers.
  • Use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph.
  • Use Page-by to group data.
  • Use Group-by.
  • Use the Fit to contents/window features.
  • Sort grid reports and pivot report objects on them.
  • Show or hide rulers.
  • Performance reflects the fact that you see all document results as you work.
  • Cannot format widget Flash properties.
Interactive Mode
  • Intended for document analysts.
  • Edit an existing document.
  • View the results of the document.
  • Use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph.
  • Format Grid/Graphs.
  • Sort grid reports and pivot report objects on them.
  • Add totals.
  • Resize rows and columns.
  • Create metrics based on report objects already on the grid report.
  • Cannot create a new document.
  • Cannot format the layout and positioning of objects or the entire document.
  • Cannot format widget Flash properties.
Flash Mode
  • Intended for document analysts.
  • Edit an existing document.
  • View the results of the document.
  • Access and interact with features provided by Flash, such as widgets.
  • Use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph.
  • Format widget Flash properties.
  • Sort grid reports and pivot report objects on them.
  • Cannot create a new document.
  • Cannot manipulate or format Grid/Graphs, except to sort and pivot objects on them.
  • If a Grid/Graph uses a graph type that is not supported in Flash, the graph is not displayed.
View Mode
  • Intended for document analysts.
  • View the results of the document only, as you might in a static PDF file.
  • Provides better performance than all other modes, but the document is not interactive.
  • Cannot create a new document.
  • Cannot edit an existing document.
  • Cannot manipulate any objects on the document, as you can in any of the other display modes.

Each mode is explained in further detail below:

  • Design Mode displays the structure of the document, or the placeholders for the document objects, without the actual results. Use Design Mode to create and design a document or edit an existing document. You can modify and format the placeholders, but you cannot format Grid/Graphs. To format Grid/Graphs, you must switch to Editable Mode. For more information about Design Mode, see Design Mode.

  • Editable Mode is similar to Design Mode. Editable Mode displays the actual results of the document, while still allowing you to edit the document. In Editable Mode, you can quickly see how your changes affect the look and feel of the document. One difference between Design and Editable Mode is that, in Design Mode, you do not have to wait for the results of your documents to load. Therefore, you can more quickly work in Design Mode than in Editable Mode.

    Editable Mode offers more functionality than Interactive Mode but is not available to all users, depending on their privileges.

    • All of the tasks you can perform in Design Mode can also be performed in Editable Mode. These tasks include but are not limited to the following:
      • Adding and removing dataset objects
      • Editing and formatting controls
      • Using the Fit to contents/window features
      • Using group by
      • Inserting Grids/Graphs, subsections, text fields, lines, rectangles, and auto text  
      • Pivoting
      • Sorting

    For more information about Editable Mode, see Working with documents in Editable Mode.

  • Interactive Mode also displays the results of the document, but provides a subset of the functionality of Editable Mode. You can manipulate Grid/Graphs by pivoting, sorting, adding totals, resizing rows and columns, and creating metrics based on report objects already on the grid report. However, you cannot affect the formatting and layout of the entire document. Compared to Editable Mode, Interactive Mode is available to more users and provides slightly better performance. While Interactive Mode does not have all the functionality of Editable Mode, it still offers many features to allow you to obtain insightful information. For example, you can use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph. Interactive Mode is optimized for dashboard viewing. For more information about Interactive Mode, see Working with documents in Interactive Mode.

  • Flash Mode is similar to Interactive Mode, but allows you to access features provided by Flash, such as widgets. However, you cannot manipulate or format Grid/Graphs, except to sort and pivot objects on them. If a Grid/Graph uses a graph type that is not supported in Flash, the graph is not displayed. Flash Mode, like all display modes, is only available if the document designer specifically makes it available. For more information about Flash Mode, see Working with documents in Flash Mode.
  • View Mode allows you to view the document results only. You cannot change the document, but this mode provides the best performance. It is useful for the audience that needs to view information in Web rather than create and edit documents.

Prerequisites

To switch to one of the display modes, that display mode must be enabled for the specific document with which you are working. The document designer can specify which display modes are available in a document, as explained in Determining which display modes are available to users.

To switch between the different modes (Design, Editable, Interactive, View, and Flash Mode), do one of the following:

  • On the Standard toolbar, select View Mode, Editable Mode, Interactive Mode, or Flash Mode. The icon displayed on the drop-down list represents your current display mode. To select Design Mode, click the Design icon.

OR

  • From the View menu, select Design, View Mode, Editable Mode, Interactive Mode, or Flash Mode.

Working with documents in Interactive Mode
Interactive Mode is a Web display mode that most document analysts will work in regularly. It allows a document analyst to view report results within the document, format the look and feel of grids within the document, and manipulate the data in the reports in several ways.

Interactive Mode provides a subset of the functionality of Editable Mode, which is more focused on tasks for the document designer who determines the layout and objects that will appear on a document. For example, in Interactive Mode, an analyst can format a grid report and edit the totals displayed on it, but he or she cannot delete the grid or add a new selector or text field to the document.

Compared to Editable Mode, Interactive Mode is available to more users and provides slightly better performance. While Interactive Mode does not have all the functionality of Editable Mode, it still offers many features to allow you to obtain insightful information. For example, you can use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph.

You can do the following in Interactive Mode:

  • Manipulate Grid/Graphs by pivoting, sorting, adding totals, resizing rows and columns, and creating metrics based on report objects already on the grid report.
  • Apply a view filter to a report's results.
  • Change the view in which a report is displayed. For example, you can switch a report from Grid view to Grid and Graph view.
  • Rename objects on a report.
  • Format the colors, headers, and other objects on a grid report.
    Note: If you do not have the necessary document designer privileges, you can format only the metric values within the Grid/Graph.
  • Format the colors, series, and other objects on a graph report.
    Note: If you do not have the necessary document designer privileges, you can format only the legend and data labels of the Grid/Graph.
  • Using selectors such as radio buttons and drop-down lists to change the data that appears in a Grid/Graph or the panel that is displayed.
  • View the document in Full Screen Mode.

In Interactive Mode, you cannot perform several tasks that can be performed in Editable Mode. These include the following:

  • Create, move, or resize any objects such as text fields and grids
  • Format objects such as text fields; however, you can format grids and graphs
  • Add and remove dataset objects
  • Insert Grids/Graphs, subsections, text fields, lines, rectangles, widgets, auto text, and other controls
  • Edit and format controls

Warning

Performance in Web may fluctuate, depending on several factors, including the number of users working at the same time in the system, your client machine, and issues with network bandwidth.

Prerequisites

To work in Interactive Mode, you must have the necessary document analyst privileges and Interactive Mode must be enabled in the document you are viewing. If Interactive Mode is not displayed in the View menu, contact your administrator or document designer because you may not have the correct privileges and/or Interactive Mode may not be enabled for the particular document you are viewing.

To switch to Interactive Mode:

While viewing a document, from the View menu, select Interactive Mode.

Quickly switching between Grid and Graph view
In Editable, Interactive, View, or Flash mode, you can quickly switch a Grid/Graph between Graph view and Grid view, with a click of a button. The Graph view and Grid view are both loaded when the document is initially viewed. This means that the document loads more slowly initially, but switching between the views is quicker since a request to the Web server does not occur. This Quick Switch option is ideal for dashboard documents, which are generally smaller and less data-intense.

The button to perform the switch is located at the top of the Grid/Graph, as shown below. The button is only displayed when you select a Grid/Graph. If you are viewing a grid, such as the one below, click the button to view the graph version of the grid report. If you are viewing a graph, click the button to view the grid version of the report.

When you export a document to Excel or view it as a PDF, the last view displayed (Grid or Graph) is used.

Working with documents in Flash Mode
Flash Mode is similar to Interactive Mode in that it is focused on the document analyst's experience. However, Flash Mode is a display mode that allows analysts to access features provided by Flash, such as widgets, which are a type of document control. Grid/Graphs cannot be manipulated in Flash Mode, except to sort and pivot objects on them. Flash Mode also allows document designers to test Flash documents that they design in Editable Mode.

You can do the following in Flash Mode:

  • Interact with widgets such as Gauges and Time Series Sliders in different ways, depending on the type of widget. For example, you can use the graph controller in the Time Series Slider to control the time series area graph beneath it.
  • Sort data in grid reports.
  • Pivot report objects from rows to columns and columns to rows in grid reports.
  • Quickly switch between views of a report, such as between a Grid view and a Graph view.
  • Controls such as panel stacks and selectors have a sharper and richer look and feel to them in Flash Mode.

Warnings

  • If a graph uses a graph type that is not supported in Flash, the graph is not displayed. For a list of graph types supported in Flash Mode, see Graph types supported in Flash Mode.
  • Performance in Web may fluctuate, depending on several factors, including the number of users working at the same time in the system, your client machine, and issues with network bandwidth.

Prerequisites

To view a document in Flash Mode, Flash Player must be installed on your machine. For the latest Flash Player version requirements, see the MicroStrategy readme or contact your administrator.

If Flash Mode is not displayed in the View menu, contact your administrator or document designer because Flash Mode may not be enabled in the project or for the particular document you are viewing. Also, the administrator may have not assigned to you the necessary Flash Mode privilege.

To switch to Flash Mode:

While viewing a document, from the View menu, select Flash Mode.

Enabling and disabling Flash Mode
Your project administrator or document designer determines whether or not Flash Mode appears as an option in the View menu within documents. This is specified as a project default preference. However, if the project administrator or document designer keeps Flash Mode enabled, you can determine whether or not to enable Flash Mode within your own documents. For example, you may not want to use Flash Mode or you may not have the Flash player installed. In such cases, it may be convenient to disable Flash Mode in the User Preferences. By default, Flash mode is enabled for documents in a project.

To enable or disable Flash display mode:

  1. Click the Preferences link at the top of the page.
  2. On the left, click Report Services.
  3. Select or clear the Enable Flash Mode check box to enable or disable Flash Mode, respectively. Note the following:
    • If this check box is selected, you can view a Report Services document in Flash Mode, as long as Flash Mode is enabled in the Document Properties dialog box in the document.
    • If this check box is cleared, you cannot view any document in Flash Mode. However, regardless of whether the check box is selected, a document designer can still select Flash Mode in the Document Properties dialog box as one of the available display modes for a document.

Interacting with widgets in Flash Mode
With a widget, such as a Cylinder or Drilling Bubble Chart, you must access Flash Mode to view and interact with it. For example, a document designer can insert widgets into a document using Editable Mode, but he or she cannot test and interact with the widget unless he or she switches to Flash Mode.

For steps to switch to Flash Mode, see Working with documents in Flash Mode.

For information on analyzing data and working with each kind of widget, see Understanding and working with widgets.

Sorting grid reports in Flash Mode
You can quickly sort grids in documents displayed in Flash Mode. The only exception is that you cannot sort grids that contain subtotals.

Prerequisites

If Flash Mode is not displayed in the View menu, contact your administrator or document designer because you may not have the correct privileges and/or Flash Mode may not be enabled in the project or for the particular document you are viewing.

To sort grids in documents displayed in Flash Mode:

  1. While viewing a document that contains at least one grid, switch to Flash Mode. For these steps, see Working with documents in Flash Mode.
  2. Pass your cursor over the row or column of data to sort. A floating menu with icons is displayed.
  3. Do one of the following:
    • Click the icon to sort the data in ascending order.
    • Click the icon to sort the data in descending order.

Pivoting grid report objects in Flash Mode
You can quickly pivot report objects on grids in documents displayed in Flash Mode. However, you cannot pivot objects on grids that contain subtotals.

Prerequisites

If Flash Mode is not displayed in the View menu, contact your administrator or document designer because Flash Mode may not be enabled in the project or for the particular document you are viewing.

To pivot objects on a grid in documents in Flash Mode:

  1. While viewing a document that contains at least one grid report, switch to Flash Mode. For these steps, see Working with documents in Flash Mode.
  2. Pass your cursor over the object to pivot. A floating menu with icons is displayed.
  3. Do the following:
    • Move the object to the left
    • Move the object to the right
    • Move the object to the columns
    • Move the object to the rows

Note: All attributes must be in either the rows or the columns. The same is true for metrics.

Quickly switching between Grid and Graph view in Flash Mode
You can quickly switch between a grid and graph view of a report in Flash Mode. For example, if you have a grid report in Flash Mode that is enabled for Quick Switch, you can pass your cursor over it and click the Quick Switch icon to switch to graph view. The switch is performed almost instantaneously because both the grid and graph version of the report are loaded on your machine as the document loads.

You switch between grid and graph views in Flash Mode the same way as you do in Interactive Mode. For more information and these steps, see Quickly switching between Grid and Graph view.

Sharing Flash-enabled dashboards with other users
You can share Flash-enabled dashboards with other users in a variety of ways, as described below:

  • You can use MicroStrategy Web to schedule documents for delivery or distribute them immediately. For details, see Subscribing to reports and documents and the Narrowcast Server documentation.
  • You can use MicroStrategy Office to add Flash-enabled documents to Microsoft PowerPoint, Word, Excel files, as well as Outlook e-mails. You can then share these files on the corporate network or e-mail them to other users. Whether or not your colleague can view the Flash-enabled documents depends on several factors. For example, recipients of such files must be MicroStrategy Office users. If a user who does not have MicroStrategy Office installed on her computer opens an Excel worksheet, PowerPoint presentation, Word file, or an Outlook e-mail that contains dashboards, she will see an “X” in the location of the dashboard. For additional details, refer to the Securing and Distributing Data chapter of the MicroStrategy Office User Guide.
  • You can embed Flash-enabled dashboards within e-mails and send the e-mails to other users. The dashboards can be delivered in the body of an e-mail (in the HTML) or as attachments, with the file extension .MHT. For more information on this feature, see the Narrowcast Server documentation.
    Note: MHT is HTML embedded with the .SWF binary and relevant XML files.

Troubleshooting common Flash Mode issues
This section describes some common issues you may run into as you work with Flash Mode or attempt to switch to Flash Mode while viewing a document. The issues described in this section are not necessarily issues related to defects in the software itself, but rather notes about how Flash Mode is designed to work.

Flash Mode is not displayed as an option in the View menu

To work in Flash Mode, the following requirements must be met:

  • If the project administrator or document designer enables Flash Mode for the project, you must also ensure that Flash Mode is enabled in your User Preferences. For more information, see Enabling and disabling Flash Mode.
  • Flash Mode must be enabled in the project you are using and in the document you are viewing. If Flash Mode is not displayed in the View menu, contact your administrator because Flash Mode may not be enabled in the project or for the particular document you are viewing.

One or more graphs that are displayed in Interactive Mode are not displayed in Flash Mode

Some graph types are not supported in Flash Mode. You may also encounter issues with other aspects of graph formatting which are not supported in Flash Mode. If issues such as these occur, inform your administrator or document designer that the graph type or formatting may not be supported in Flash Mode.

For details about supported graph types and formatting in Flash Mode, see Supported graph types in Flash Mode.

One or more images that are displayed in Interactive Mode are not displayed in Flash Mode

If one or more of the images in the document are displayed in non-Flash modes, but not in Flash Mode, inform your administrator or document designer that the image file path may be incorrect or unsupported in Flash Mode.

When specifying the file location of the image, the document designer must use an HTTP-based path, not a network or local image path.

For more information about adding images to documents and using the correct image path, see Adding images.

A Grid/Graph or widget is not displayed in Flash Mode

A document designer can add a widget to the document to be displayed in Flash Mode. He can also turn a Grid/Graph into a widget that can be displayed in Flash Mode.

If a Grid/Graph or widget is not displayed in Flash Mode, the designer may not have designed it correctly in Editable or Design Mode. Each widget (or Grid/Graph that is turned into a widget) must contain a specific number of attributes and metrics on its template.

For more information, see Adding and defining widgets and Turning a Grid/Graph into a widget.

Some graph objects are displayed differently in Flash Mode than they are in other display modes

Some graph objects are displayed differently in Flash Mode than they are in other Web display modes, as noted below. When possible, attempt to resolve each issue as suggested below:

  • The graph and its legend may appear somewhat larger in Flash Mode than they do in other Web display modes. In such cases, adjust the size of the graph and legend in MicroStrategy Desktop so that they are displayed as desired in Flash Mode. Note that font rotation is not supported in Flash Mode.
  • When the minimum, maximum, and interval properties for the graph’s axes are not explicitly specified, Flash Mode automatically renders the axis labels based on the data on the graph. In some cases, the axis labels may be positioned differently in Flash Mode than they are in other Web display modes. Set the properties to maintain a consistent look for the graph in all display modes.
  • The size of text in graphs may be different in Flash Mode when compared to other Web display modes. If this issue occurs, edit the document in MicroStrategy Desktop. View the graph in Edit mode and, from the Graph menu, select Preferences. In the Graph Preferences dialog box, click the Size tab. Select the Use a fixed size check box and adjust the font size of the text. Try using a DHTML display mode font size-to-Flash Mode font size ratio of 3:2.
  • Objects positioned in the graph in manual layout mode in MicroStrategy Desktop may not be displayed in Flash Mode in the locations specified.
  • The formatting applied to a graph's Y-axis may not be displayed in Flash Mode. This includes the position of data labels, since Flash Mode does not currently support font rotation.
  • Only certain graph marker types are displayed in Flash Mode. For example, a line graph marker that looks like a star may be displayed as a circle marker in Flash Mode.
  • The color of the graph's background may be different in Flash Mode than it is in other Web display modes. Adjust the color in Editable Mode until you are satisfied with the color displayed in Flash Mode.
  • Data labels placed outside of a graph's frame may not be displayed in Flash Mode.

Retrieving diagnostic information for Technical Support

A document designer can obtain diagnostic information about Flash Mode to use while working with Technical Support. For more information, see Retrieving diagnostic information about Flash Mode for Technical Support.

Exporting a document
You can export the document to Excel by selecting the Export option from the File menu or clicking the Export icon  on the toolbar. 

Before exporting, you may want to define the Export settings in Preferences. For information, please refer to Export.

You can also export a document directly to PDF by clicking the PDF icon on the toolbar. If there are objects on the Grouping panel when you export to PDF, a message dialog box prompts you to either export the Entire Document or the Current Page-by Selection Only. Select one of the options and click OK to export the document to PDF.

Viewing a document in PDF
Although Web does not offer the PDF option under the View menu, you can still view the document in the PDF format by using the Print option under the File menu.

Once you select the Print option, the document opens in PDF for you to review. If you are satisfied with the layout of the document, you can then go ahead and print the document. Otherwise, you can go back to the Design mode or the Document mode to make your modifications.

Printing a document
To print a document, select Print from the File menu. The document opens in the PDF format for your viewing and has the exact same look and feel when printed out.

To print the document, press the Print button on the toolbar or select Print from the File menu. However, if you are not satisfied with the layout or the format of the document, you can always go back to the document to make your modifications, and then try printing again.

Note: To use the Print PDF option, your computer must have Adobe Acrobat Reader version 5 or greater. This software can be obtained free of charge from the Adobe website, at www.Adobe.com

Modifying page setup options
You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. You can modify properties such as orientation, scaling, margins, borders, overflow, and section display.

To modify the page setup options:

  1. From the File menu, select Page Setup. The Page Setup dialog box opens.
  2. Use the Page tab to choose the orientation, paper size, and scaling information, as well as horizontal overflow.

Note: Horizontal overflow specifies whether controls that extend beyond the width of a single page are printed on the next sheet of paper (the default setting) or on the same page. In other words, the setting determines whether controls are printed left to right on multiple pages or immediately below each other on the same page. For more information, see Controlling horizontal overflow.

  1. Use the Margins tab to define page margins.

Note: The Page tab and Margins tab contain standard options. For information on each setting, refer to Page Setup dialog box.

  1. Use the Sections tab to set which sections are displayed or hidden in all views. For more information, see Hiding and displaying sections.
    • Clear the check box for any section you want to hide. You cannot hide all the sections; at least one section must be displayed.
    • If a section is hidden but should be displayed, select its check box.
  2. To apply the settings, click OK.

Menu bar options in documents
The Document Editor menu bar provides the following options:

  • File: Options in this menu allow you to save documents, subscribe to them, and determine what the document looks when it is exported to PDF or printed.
    • Save As: allows you to save the document with a new name.
    • Add to History List: allows you to save the document to History List; this works the same as it does for reports.
    • Subscribe: allows you to have the document automatically executed on a regular schedule or when a specific event occurs. After execution, the results are accessible in History List or My Subscriptions when you need them, without the wait time required for processing requests on demand. This works the same way as it does for reports.
    • Schedule Delivery to: allows you to schedule the document to be delivered to an e-mail address, a file location, or a specified printer. This option is only available if Narrowcast/Web integration is enabled.
    • Send Now: allows you to send the document to an e-mail address in the format of HTML, Excel, or PDF. This option is only available if Narrowcast/Web integration is enabled.
    • Page Setup: opens the Page Setup dialog box, which allows you to modify the document's appearance before viewing or printing the PDF. Page Setup properties include margins, page orientation, scaling, and header/footer settings.
    • Print: allows you to view the document in the PDF format, where you can choose to print it.
    • Export: allows you to export the document to Excel.
    • PDF: allows you to view the document in the PDF format, where you can choose to print it.
    • Document Details: provide all the details of the document, including the Report Details, SQL statement, owner of the document, start and finish time of the document, and so on.

  • Edit: Options in this menu allow you to redo and undo actions, as well as manipulate various document components:
    • Undo: allows you to undo the most recent action. For example, if you delete a text field, that text field reappears when you click Undo.
    • Redo: allows you to reverse the Undo process. In reference to the example above, the text field disappears again when you click Redo.
    • Cut: allows you to cut a component within the document. You can choose to paste this component elsewhere, if you wish. 
    • Copy: allows you to copy a component within the document.
    • Paste: allows you to paste a component within the document once you've copied it.
    • Paste Formatting: pastes any formatting you copy and applies it to any object you select. For example, if you copy a text field that uses green text, select a text field that uses black text, and then click Paste Formatting, the black text in the field becomes green. In essence, you pull formatting characteristics from one component and apply them to a similar component.
      Note: You can only use the Paste Formatting option if the components within your document you are altering are of the same type. For example, if you copy formatting from a text field, you can only paste that formatting on another text field.
    • Select All: selects every component in your document.
    • Delete: allows you to delete any currently selected component within your document.
    • Duplicate: allows you to duplicate any document component you select. This creates a copy of the selected object and places it below the selected object.

  • View: Options in this menu allow various document components to be either displayed or hidden. The options are also used to switch between different display modes, such as Design and Editable Mode. Each display mode provides a unique set of functionality, as described below. For a summary of each mode, see Choosing a display mode: Design, Editable, Flash, Interactive, and View.
    • Grouping: displays or hides the Grouping panel, which is where you place attributes, consolidations, and custom groups to create logical groupings of data in the document. For more information about grouping, see Sorting and grouping data in documents.
    • Dataset Objects: displays or hides the window containing the objects that can be placed in the document (attributes, metrics, custom groups, consolidations from an existing MicroStrategy report, or document-level derived metrics). You can take these objects and drag them onto the Layout area.
    • Rulers: displays or hides the rulers.
      Note
      : This option is available in Design Mode only.
    • Alignment Grid: displays or hides the alignment grid. Available in Editable, Interactive, and Design Mode.
    • Toolbar: allows you to select which set of tools to display. With the exception of the Standard toolbar, the following toolbars are available only in Design mode.

      Note: You must select an appropriate object to enable most of the options within the Crosstab, Grid, Graph, Formatting, and Controls toolbars. For example, you must select a grid to enable the options within the Crosstab and Grid toolbars.
      • Standard: contains tools that apply to documents as a whole. For example, Design Mode, View Mode Selection, Save As, Print, Refresh, Re-prompt, and so on.
      • Controls: contains tools that are used for defining and manipulating controls, for example, the ability to lock controls and insert controls such as text fields, images, lines, panel stacks, and selectors.
      • Crosstab: contains tools that are applicable to both grid and graph. For example, Insert New Metric, Swap Rows and Columns, Toggle Totals, and so on.
      • Graph: contains tools that are applicable only to graphs, but not grids. For example, Graph Type, Legend, Series, and so on.
      • Grid: contains tools that are applicable only to a grid. For example, Sort, Pivot, Threshold, Attribute Forms, Banding, and so on. 
      • Formatting: contains tools that set properties of the currently selected objects. For example, Font, Font Size, Italic, Bold, and so on.
      • Panels: contains tools that apply to documents as a whole. For example, Dataset objects, Grouping, Zoom, Alignment Grid, Rulers, and so on.
      • Align and Order: allows you to align one or more objects to the left, center, right, and other directions. You can also ensure that objects are presented in front of other objects or behind other objects.
    • Sections: allows you to select which sections to display or hide in all views. It opens the Sections tab of the Page Setup dialog box.
    • Sort Buttons: displays buttons on top of the Layout area for sorting objects in a document. This menu item is displayed both in Design and Document modes (note that in Design mode, the Sort Buttons for grid objects are not displayed).
    • Pivot Buttons: displays buttons on top of the Layout area for pivoting objects in a document. This menu item is enabled if there is at least one crosstab object in Grid or Grid/Graph mode on the layout. It applies to the state of all of the crosstab objects.
    • Related Reports: displays the Related Reports panel, which lists reports and documents that reside in the same folder as the document with which you are working.

  • Insert: Options in this menu allow you to insert the document components listed below.
    • Insert Section Above: creates a sub-section directly above the area in the section you select.  For example, if you click inside the Detail section and select the Insert Section Above option, a sub-section is directly created above the selected area.
    • Insert Section Below: creates a sub-section directly below the area in the section you select.  For example, if you click inside the Detail section and select the Insert Section Below option, a sub-section is directly created above the selected area.
      Note
      : Insert Section Above and Insert Section Below are available only if a section is selected.
    • Text: inserts a text field, which can contain static text or data from a dataset.
    • Image: adds a picture, such as a logo or icon, to the document.
    • Line: adds a line the document (to separate areas, for example).
    • Rectangle: adds a rectangle. Use the drop-down list to select either Rectangle (with square corners) or Rounded Rectangle (with round corners and no border). Once you select either shape, if you click the icon again, that same shape is added to the document.
    • Grid: inserts a grid object (known as a Grid/Graph) that acts as a standard MicroStrategy report. However, you cannot add a grid object to the Detail section.
    • Panel Stack: adds a panel stack, which is a holder for a collection of panels. Panels allow the user to see different subsets of data in the same document. When you add a panel stack to a document, one panel is automatically added to the panel stack. For information about panel stacks, see Adding panel stacks.
    • Selector Control: adds a selector, which allows your or another user, in Interactive, Editable, or Flash Mode, to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph. To insert a selector, point to the menu option, choose the type of selector, and then click in the desired section in the Layout area. If you click and drag in the section, you can size the control. For information about selectors, see Adding selectors.
    • Widgets: adds a widget, which is an interactive and dynamic Flash-only type of control. For information about widgets, see Adding and defining widgets.
    • Auto Text: allows you to add an auto text code, such as Page Number or Document Execution Time, to the document.
      Note: An auto text code is added as a text field at the upper left corner of the selected section. You can then reposition it as desired.


  • Data: The Data menu allows access to the following options. In general, you must select an object in the document to enable these Data menu options, unless otherwise noted below.
    • Swap Rows and Columns: allows you to switch the positions of rows and columns.
    • Sort Document: is enabled regardless of whether you select an object or not; opens the Sort Document dialog box, which allows you to sort the grouping items and detail data.
    • Sort Grid: is enabled only when you view the document in Interactive Mode or Editable Mode and one grid object in the document is selected; opens the Sort Grid dialog box that allows you to sort the objects on the selected grid.
    • Add Dataset: is enabled regardless of whether you select an object or not; allows you to add datasets to the document.
    • Reprompt: in prompted reports, is enabled regardless of whether you select an object or not; allows you to reprompt a prompted dataset report in the document.
    • Insert New Metric: opens the Rename/Edit Objects dialog box that allows you to create document-level derived metrics (which can be defined and applied dynamically) based on metrics in the dataset. These new metrics are displayed in the Dataset Objects area as all the other objects in the datasets.
    • Rename/Edit Objects: allows you to assign a different name or change the settings for the objects.
    • Show Totals: is enabled only when one Grid/Graph in the document is selected; allows you to add totals to a grid.
    • Edit Totals: is enabled only when one Grid/Graph in the document is selected; opens the Total dialog box where you can define the All Subtotal and Grand Totals for the grid.

      Note: Show Totals and Edit Totals only apply to Grid and Grid/Graph objects within the document and do not apply at the document level.
    • Edit View Filter: is enabled only when one Grid/Graph in the document is selected; allows you to apply one or several view filter conditions to return a subset of the data in the original report. For more information about view filters, see View Filter.
  • Format: Options in this menu allow you to change the appearance of controls and sections in the Layout area.
    • Control: opens the Format dialog box when one or more objects are selected. You can define the Font, Number, Alignment, Color, and Lines for the selected object(s).
    • Grid Cell: is enabled when one and only one crosstab object in Grid or Grid/Graph View mode is selected.
    • Graph: is enabled when one and only one crosstab object in Graph or Grid/Graph View mode is selected.

      Note: Grid Cell and Graph are hidden in the Design mode.
    • Properties: opens the Properties dialog box providing additional formatting options such as name, position, size, and hyperlinks, among others specific to the selected control. See Formatting documents for more information.
    • Document Properties: opens the Document Properties dialog box, where you can set document-wide properties such as available display modes and export options.
    • Snap to Grid: determines whether controls are aligned to the grid points. If this option is not selected, controls can be sized and positioned freely.

      Note: Holding CTRL while moving the control temporarily disables Snap to Grid.
    • Set Control Default: makes the formatting of the selected control the default for that type of control (text field, section, and so on). That is, any new controls you create have the same formatting settings.
    • Apply Control Default: applies the formatting of the control default to the selected control.

Toolbars in documents
Toolbars display icons representing the primary tools available from the menu bar. Most of the icons are not specific to the Document Editor (for example, common formatting options such as Font and Size, the Undo command, and Zoom).

See Menu bar options to learn how to show toolbars and about the function of each.

Icons specific to the Document Editor include those options available on the View menu. These icons allow you to hide or display various document components, such as Dataset Objects, Sort buttons, and Pivot Buttons.

Other icons specific to the Document Editor are contained on the Controls toolbar, described below:

  • Select Controls : allows you to select existing objects rather than insert controls. After you insert a new control, the Select Objects icon is enabled, unless Lock has been activated.
  • Lock Control : allows you to add the same type of control repeatedly. It keeps the currently selected control button (Text Field, Image, and so on) enabled so you can insert multiple controls of the same type. Click Lock again to disable this feature.
  • Text Field : inserts a text field.
  • Image : inserts an image. You are prompted for the file location of the image.
    Note: To use an image in MicroStrategy Web, you can manually type in the URL in the Source field in the Properties dialog box that opens.
  • Line : inserts a line.
  • Rectangle : inserts a rectangle. Use the drop-down list to select either Rectangle (with square corners) or Rounded Rectangle (with round corners and no border). Once you select either shape, if you click the icon again, that same shape is added to the document.
  • Grid : inserts an empty Grid/Graph.
  • Panel Stack : adds a panel stack, which is a holder for a collection of panels. Panels allow you and other users to see different subsets of data in the same document. When you add a panel stack to a document, one panel is automatically added to the panel stack.
  • Selector Control : adds a selector, which allows you or other users, in Interactive, Editable, or Flash Mode, to flip through the panels in a panel stack or display different attribute elements or metrics in a Grid/Graph. To insert a selector, point to the toolbar option, choose the type of selector, and then click in the desired section in the Layout area. If you click and drag in the section, you can size the control.
  • Widget : adds a widget, which is an interactive and dynamic Flash-only graph. For information about widgets, see Adding and defining widgets.

Document Properties dialog box
The Document Properties dialog box allows you to define properties that effect the entire document. Properties include border and background formatting, default grid autostyles, available display modes, and export options, among others.

To access the Document Properties dialog box, from the Format menu, select Document Properties.

The Document Properties dialog box contains the following tabs:

Document Properties dialog box: Color and Lines tab
The Colors and Lines tab contains the following properties, which are applied to the document as a whole:

  • Fill: Specify the background color of the document.
    Note: If DHTML is disabled, you cannot create custom colors in the color picker.
    • Color: Specify a background color for the document by clicking the arrow on the color menu and selecting a color. Access additional colors by clicking the More Colors button.
  • Borders: Select the type of border to draw around the document.
    • None: No borders appear around the document. This is the default setting.
    • All: Borders surround the the document on all sides. After selecting this option, from the drop-down list, select a line style for the border and, from the color picker, a color.
    • Custom: Determine whether the left, right, top, and bottom borders are displayed around the document, and if so, the type of line and color used for each border.
  • Line and Shape Settings: These options cannot be edited.
    • Style: Specifies if the lines are solid, dashed, or displayed in another style.
    • Color: Specifies the color of the lines.
    • Weight: Specifies the thickness of the lines.

Document Properties dialog box: Other tab
The Other tab contains the following properties, which are applied to the document as a whole:

  • General
    • Default Grid Autostyle: Determine which report Autostyle (a predefined set of formats) is applied to the reports in the document. When a Grid/Graph is added to the document, it is formatted with this report Autostyle. See Setting the default grid Autostyle for more information.
    • Available Display Modes: Lists all the display modes in which you and other users can view and work with a document.
      • In the Display Mode column, select the modes that this document can be displayed in; if a check box is cleared, that mode will not be available for this document in Web.
      • In the Default column, select the default display mode, which is the display mode in which the document is opened by default. For example, if you select Interactive Mode, when a user opens the document, it is opened in Interactive Mode by default.
    • Always open this document in full screen mode: Determine whether the document initially opens in Full Screen Mode. Full Screen Mode displays the document without any menus, toolbars, or panels except for the Standard toolbar and Grouping panel. Full Screen Mode allows the user to view more of the document at once, which is helpful when analyzing data, as in a dashboard document that contains multiple dataset reports, sections, and images. For more information, see Maximizing your view of a dashboard: Full Screen Mode.
    • Show floating toolbars in Flash: Determine whether toolbars appear over a grid report in Flash Mode when you hover the cursor over the grid.
    • Automatically apply selector changes: Determine whether users have to click an Apply button to see their changes in the target (the Grid/Graphs and/or panel stacks that the selector affects), or changes are made automatically. By default, this check box is selected.
      • If you clear this check box, you can determine if the Apply button on the Standard toolbar and/or a floating toolbar with an Apply button is used to apply selections. This preference is set in the Use floating toolbar to apply selector changes property in the Report Services section of the User Preferences.
    • Document width mode: This property, in conjunction with the Document Width Mode Calculation property in the Report Services user preferences, can affect the width of the document and how quickly the document is executed. The following scenarios describe how these two properties work together:
      • When both the Document width mode property and the Document Width Mode Calculation user preference are set to Automatic (the default), the width of the document in Web will be as wide as is necessary to show all the content on the page.
      • When the Document width mode property is set to Fixed and the Document Width Mode Calculation user preference is set to Automatic (the default), the width of the document displayed in Web will not grow to accommodate additional content. In some cases, this can cause portions of the document to be cut off.
      • When the Document Width Mode Calculation user preference is set to Off, the Document Width Mode property has no effect on the document. In some cases, this can cause portions of the document to be cut off.

        For information about the Document Width Mode Calculation property, see Document Width Mode Calculation.

      Notes:

      • When you create a document using the Blank Dashboard or Blank Dashboard template, the Document Width Mode property is set to Fixed by default.
      • You can increase document performance by changing the Document width mode to Fixed. Switching a document from Fixed width mode to Automatic width mode may result in slower document execution.
  • Export
    • Default Page-by Export Mode: Specify the default page-by behavior for exporting. The options include the following:
      • Entire Document: Export the whole document.
      • Current Page-By Selection Only: Export only the selected subset of data.
      • Prompt User on Export when Page-By is enabled: Prompt users to choose what to export. If this setting is not selected, the document is exported in the default Page-by export mode.
  • Conditional Formatting
    • Show Conditional Formatting: Determine whether conditional formatting is displayed in Editable, Interactive, View, or Flash Mode. If you clear this check box, all conditional formatting on all objects is not displayed, regardless of whether a specific format was enabled or disabled. If you select this check box, all conditional formatting on all objects is displayed, regardless of whether a specific format was enabled or disabled.

Page Setup dialog box
Before printing, you may want to modify several page setup properties to determine how the document is printed. Open the Page Setup dialog box by selecting Page Setup from the File menu.

The Page Setup dialog box is not available in Flash Mode.

Determine how the document is printed and/or displayed by making selections within the following tabs:

Page Setup dialog box: Page tab
The Page tab in the Page Setup dialog box contains the following properties:
  • Paper Size: sets the size of the paper, such as Letter (the default) or Legal.
    Note: Changing this property alters the values for both Page Width and Page Height.
  • Width: specifies the width of the page.
  • Height: specifies the height of the page.
  • Orientation: specifies either Portrait (that is, 8.5" wide by 11" high for letter-sized paper) or Landscape (that is, 11" wide by 8.5" high). The default is Portrait.
  • Scaling: sets how to scale the document:
    • Adjust to: scales the document by the selected percent. Use it to increase or decrease the scale of the document. This setting is the default, with 100% (full size) selected.
    • Fit to page: scales the document to the selected number of pages. You can set both the number of pages wide, for horizontal scaling, and tall, for vertical scaling.
    • Scale Page Header/Footer: determines whether the scaling is applied to the Page Header and Footer. If the check box is cleared, the contents of the Page Header and Footer are printed at the size specified in the Property List, regardless of the scaling percentage applied to the rest of the document.
Notes:
  • All the above settings affect the document end result in the PDF format. They do not apply to the layout of the document in View (HTML) mode.
  • Page Width and Page Height take priority over Paper Size. That is, if you increase one of them beyond the Paper Size, Paper Size changes.
  • You can specify the measurement units (inches or centimeters) in My Preferences dialog box.
  • Changing the Orientation alters the values for both Page Width and Page Height.
  • Fit to page ensures that the document fits within the parameters, but does not increase the size of the document. If the document is already smaller than the set width and height, it does expand.  
Page Setup dialog box: Margins tab
The Margins tab in the Page Setup dialog box contains the following margin sizes, in measures as defined in Preferences, under General, in the Measurement Units setting for Locale:
  • Left: The distance between the left side of the page and the left side of the document or the left edge of the border.
  • Right: The distance between the right side of the page and the right side of the document or the right edge of the border.
  • Top: The distance between the top of the page and the top of the document or the top of the border.
  • Bottom: The distance between the bottom of the page and the bottom of the document or the bottom of the border.
Page Setup dialog box: Document tab
The Document tab in the Page Setup dialog box contains the following properties:
  • Horizontal fit:
    • Overflow: If the controls on the document extend beyond the width of a single page, this property determines whether the excess controls (the overflow) are printed on the next page or on the same page. In other words, it is the difference between printing the controls left to right on multiple pages or immediately below each other on the same page. The default prints the overflow on the next page. This setting applies to all sections in the document.
  • Graph Format:
    • Use bitmaps for graphs (PDF only): Select this check box to determine if graphs are generated using a bitmap format or a vector format (default).
    • Use draft quality for graphs: 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. Selecting the Use bitmaps for graphs check box also ensures that images displayed in the background of your report are displayed when exported to PDF.
  • PDF
    • Include bookmarks in PDF: Select this check box to generate bookmarks for each element of each grouping field in the document. Bookmarks create a table of contents for the PDF. If the document is not grouped, no bookmarks are generated. For more information, please refer to Grouping and PDF bookmarks. This option is selected by default.
    • Show bookmarks in PDF: Select this check box to make the bookmarks actually appear in the bookmark panel when the PDF is displayed.
    • Embed fonts in PDF: Select this check box 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.

Page Setup dialog box: Sections tab
In the Sections tab in the Page Setup dialog box, you can choose whether to hide or display various sections of the document. All the sections of the document are listed in the Sections tab; only the selected sections are displayed. Select the check boxes of the sections to display in the document and clear the checkboxes for any sections to hide in the document. This setting affects section display in all views.

For the steps to hide and display sections, see Hiding and displaying sections.