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User Preferences

Changing user preferences
General
Folder Browsing
Grid display
Graph display
Export
Print
PDF
Drill mode
Prompts
Report Services
Security
Office
Change my password
Email Address(es)
File Address(es)
Printers

Changing user preferences
To change user preferences, click Preferences at the top right of the page. The Preferences page displays. Links on the left side of the page direct you to preferences related to different features.

General
The following user preferences are available under General:
  • Default start page lets you select a default start page location. Options include Home, Summary, History List, My Subscriptions, My Reports, Shared Reports, Create Report, Create Document. It also displays the name of the Last Folder visited if available. For more information, see Start Page.
  • Locale lets you set MicroStrategy Web to your local Language . You can specify the Number and Date Format to use and the Time Zone in which you work (relative to GMT) so that object creation/modification dates and times are converted to your local time if the project information is in another time zone. Note: This does not affect report execution dates and times shown in the History List.
    Use the Measurement Units drop-down menu to specify what unit of measurement Web should use for horizontal and vertical rulers, the alignment grid, the measurement and positioning of objects, and paper and margin sizes.
  • Dynamic HTML (called DHTML in this Help) lets you select Dynamic HTML optimization for MicroStrategy Web. Internet Explorer 5, Netscape Navigator 6 and newer versions of these browsers support this optimization. You can select Determine automatically or No. The default setting is Determine automatically, which means that DHTML optimization is automatically turned on if your browser supports the technology. Turning on DHTML enables:
    • drag and drop functionality
    • document creation (through the Create Document link at the top of the screen) 
    • dialog box option screens (the Advanced Formatting dialog box, for example) that allow you to use a dialog box interface to adjust various report settings and/or perform functions in your report or document
    • right-click menu options
    • drop-down menus
    • move, copy, or rename reports, documents, or folders while browsing through Folder pages (in List or Large icon view)
    • automatic submission of selections on pull-down lists in a variety of places in the interface
    • outline mode for reports
    • grid header locking
    • shortcut metrics
    • tree style hierarchy prompt style

      Note:
      If you have DHTML enabled, many option screens appear as movable dialog boxes (similar to Windows or Macintosh dialog boxes). If you do not have DHTML enabled, option screens appear as panels that cannot be repositioned.
  • Accessibility Mode lets you Enable screen reader compatibility if you use software that audibly reads what is on the page.
    Note: When you enable screen reader compatibility, DHTML is disabled and HTML becomes the default mode in MicroStrategy Web. This means that DHTML-only features such as the tree style hierarchy prompt style are not available.
  • Drop down menus lets you select whether or not to Require mouse click to open menus (selected) or if a mouse-over will open them (cleared). This is only valid when DHTML is on.
  • Font style lets you 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 lets you set specific printing and exporting options. If you want to use PDF to print reports and documents, select the Use PDF for printing reports 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 in Web. If so, 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 in Web.
  • Cart-style selections lets you 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-style prompts or filter editors check box, items you select 
    not removed from
    the available list when you move them to the selected list.
    Note: This only applies to cart-style prompts and filter editors.

Folder browsing
The following user preference is available under Folder browsing:

  • Enable running filter + template allows you to display the Run filter and Template buttons in the toolbar of any folder page. The Run filter and Template buttons allow you to choose a filter and a template and execute them, thus executing a report from scratch.

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 change any formatting on 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 (the 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.
  • Enable sorting by attribute forms that are not displayed on the grid allows you to determine if you can sort according to attribute forms that are not displayed on the grid. For example, the description form of Category, but not the ID form, is displayed on a report. Even though the ID form is not present on the report, you can still sort the report by the ID form if the setting is enabled.
  • 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 DHTML is turned on). 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 the 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.
For more information, see Grid formatting.

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.

For more information, see Graph formatting.

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

  • Export: Whole report/Portion displayed 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.
  • 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.
  • 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.
  • 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 MicroStrategy graphs 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.
  • Allow MicroStrategy Office to refresh reports after exporting to Excel lets you determine if MicroStrategy Office has the ability to refresh reports and documents after they have been exported to Excel. 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.

For more information, see Exporting.

Print
The following user preferences are available under Print:

Note: If PDF printing is enabled, 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").

  • Print (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). 

    Note:
    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 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.
  • 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. 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.
    Note: If your graph's background is not displayed in the exported report, enable the Use bitmaps for graphs check box and re-export the report. This ensures that your graph's background is exported. For example, enable this setting if the graph in your report has a gradient background that does not appear when the report is exported.
  • 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.
  • Disable DHTML printing (browser printing, DHTML only) allows you to turn off DHTML printing, enabling HTML printing.
  • Show popup print dialog (browser printing, DHTML only) causes the browser's File, Print dialog box to automatically display when you show the printable version of a report.
  • Show options when printing/Show options when exporting to PDF allows you to choose to be prompted for print options every time you print or export to PDF.

Note: This option is listed as Show options when exporting to PDF when PDF printing is enabled (to enable PDF printing, select the Use PDF for printing reports check box in the General preferences).

For more information, see Printing.

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). 

    Note:
    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 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 values 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. 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.
    Note: If your graph's background is not displayed in the exported report, enable the Use bitmaps for graphs check box and re-export the report. This ensures that your graph's background is exported. For example, enable this setting if the graph in your report has a gradient background that does not appear when the report is exported.
  • 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.
For more information, see PDF under Exporting.

Drill mode
The following user preferences are available under Drill mode:
  • Display context sensitive menu is where you determine whether you can right-click a metric header name and select drilling paths from a drill menu.
  • Keep parent while drilling allows you to override the default behavior defined in each report to always keep, or always remove, the parent object on the report when performing a drill action.
  • Keep thresholds while drilling allows you to override the default behavior defined in each report to always keep, or always remove, thresholds on the report when performing a drill action.
  • Open drill results in a new window allows you to determine whether the drilled report results are displayed in a new window when you drill on a report.
For more information, see Drilling.

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.

For more information, see Prompts.

Report Services
The following user preferences are available under Report Services; they relate to document creation in Web:
Note: You must have Report Services installed to view these preferences.

  • 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.
  • Alignment grid density lets you specify the density of the grid to which objects snap in a document.
  • Selection Behavior lets you specify whether the drawing of a selection box selects objects it intersects. Select Fully Enclosed if you want a selection box to only select an object it completely covers. Select Partially Enclosed if you want a selection box to select an object even if it only partially covers that object.
  • Document Width Mode Calculation lets you determine whether or not the width of your document is automatically resized when it is executed in Editable, Interactive, or View Mode. By default, the width of your document is automatically calculated and adjusted to ensure that all of the document's content is displayed on the screen. However, you can improve the speed at which documents are executed by disabling this automatic size calculation. To ensure that the width of the document is not automatically calculated and resized, select Off from the drop-down list.
    Note: This setting applies to documents executed in Editable, Interactive, and View Mode only. Adjusting this setting does not affect how the document is exported to Excel or PDF.
    When a document is exported to Excel or PDF, it is automatically positioned as far to the right as is necessary to effectively display the document.
  • Document Section Height Mode Calculation lets you determine whether or not the height of sections within a document is automatically calculated and resized when the document is executed in Editable, Interactive, or View Mode. By default, the height of sections is automatically calculated and adjusted to ensure that all of its content is displayed on the screen. However, you can improve the speed at which documents are executed by disabling this automatic size calculation. To ensure that the height of each section is not automatically calculated and resized, select Off from the drop-down list.
    Note: This setting applies to documents executed in Editable, Interactive, and View Mode only. Adjusting this setting does not affect how the document is exported to Excel or PDF. When a document is exported to Excel or PDF, it is automatically positioned as far to the right as is necessary to effectively display the document.

  • Allow MicroStrategy Office to refresh Documents after exporting to Excel lets you determine if MicroStrategy Office has the ability to refresh documents after they have been exported to Excel.
  • Enable Flash Mode lets you determine if Flash Mode is an available display mode option in the View menu (or View Mode Selection drop-down menu on the Standard toolbar) in Report Services documents. If this check box is selected, document designers and other users 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, document designers and other users cannot view a 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. The Enable Flash Mode check box is selected by default. For more information about selecting available display modes in documents, see Defining which display modes are available to users.
  • Use floating toolbar to apply selector changes lets you determine if the Apply button on the Standard toolbar and/or a floating toolbar with an Apply button is used to apply changes to a selector.
    • If you select this check box, a toolbar with an Apply button is displayed when you make a choice in any selector. This Apply toolbar is convenient because it can be moved anywhere in the dashboard and used to quickly apply selector choices. The Apply button on the Standard toolbar remains, and can also be used to apply changes to the selectors.
    • If you clear this check box, a user must click the Apply button on the Standard toolbar to apply changes to the selectors.

    Note: If the Automatically apply selector changes option in the Document Properties dialog box is enabled, this preference is ignored. Selections are automatically applied once a user chooses an element.

Security
The following user preferences are available under Security:

  • Cancel this session's pending requests during logout lets you determine if all pending jobs are cancelled when you log out.
  • Remove the finished jobs from the History list during logout lets you choose whether messages are removed from the History List when you log out.

For more information, see Login - log out - security.

Office
The following user preferences are available under Office

  • Allow MicroStrategy Office to refresh Documents after exporting to Excel allows you to determine if MicroStrategy Office can refresh documents after they have been exported to Excel.
  • Allow MicroStrategy Office to refresh grid Reports after exporting allows you to determine if MicroStrategy Office can refresh grid reports after they have been exported to Excel.

Note: Click the Go to the MicroStrategy Office Installation Page to visit the MicroStrategy Office Installation Page, which provides information about installing MicroStrategy Office on your machine.

Change Password
To change your password, you must provide the necessary information in the following order:

  1. Old password - Enter your old password (the password you are changing).
  2. New password - Enter your new password.
  3. New password verification - Enter your new password again (to ensure you have entered your new password correctly).
For more information, see Login - log out - security.

E-mail Address(es)
Email Address(es) lets you manage e-mail addresses you can use to e-mail on a schedule and use the Send (e-mail) Now feature. This page allows you to create, edit, and delete e-mail addresses. See Subscriptions for more details.

Note: This option is only displayed if the system has MicroStrategy Narrowcast Server installed, and MicroStrategy Web is configured to use the Narrowcast Server subscription engine. For more information, contact your administrator.

File Address(es)
File Address(es) lets you manage file locations for scheduled deliveries. This page allows you to create, edit, and delete file addresses. See Subscriptions for more details.

Note: This option is only displayed if the system has MicroStrategy Narrowcast Server installed, and MicroStrategy Web is configured to use the Narrowcast Server subscription engine. For more information, contact your administrator.

Printer(s)
Printer(s) lets you manage printer locations for scheduled deliveries. This page allows you to create, edit, and delete printer locations. See Subscriptions for more details.

Note: This option is only displayed if the system has MicroStrategy Narrowcast Server installed, and MicroStrategy Web is configured to use the Narrowcast Server subscription engine. For more information, contact your administrator.