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Feature/UI Settings

The Feature/UI settings allow administrators to hide various features in the user interface. As each heading indicates, settings may apply to specific report types or the entire application.

Available Report Types

These settings enable/disable report types.

Allow Creation/Editing of Express Reports

Enables/Disables the Express Report Wizard.

Allow Creation/Editing of Advanced Reports

Enables/Disables the Advanced Report Wizard and Report Designer.

Allow Creation/Editing of Crosstabs

Enables/Disables the Crosstab Report Wizard and Insert Crosstab button in the Report Designer.

Allow Creation/Editing of Dashboards

Enables/Disables the Dashboard Designer.

Allow Creation/Editing of Chained Reports

Enables/Disables the Chained Report Wizard.

Allow Creation/Editing of ExpressViews

(v2016.3+) Enables/Disables the ExpressView designer.

ExpressView Settings

These settings only apply to the ExpressView Designer (v2016.3+).

Allow Editing ExpressView with Live Data

Allows users to make changes to ExpressViews while in Live Mode.

NOTE. We recommend setting this to False. Editing live ExpressViews will cause a large increase in database calls, and may reduce performance.

Show Data Fields Search Box

Enables/Disables the data field search tools in the sidebar of the ExpressView Designer.

NOTE. We highly recommend setting Column Metadata, and setting Schema Access Type to Metadata for all available objects, before enabling this feature.

Fields Enabled in Data Fields Tree

(v2017.1.2+) This setting controls whether users are allowed to add fields to an ExpressView that are not directly joinable to another field on the report.

  • All joinable fields (default) - Users can add any fields with a join path to existing report fields.
  • Direct joins only - Users can only add fields with a direct join to an existing report field.

Express Report Designer Settings

These settings only apply to the Express Report Wizard.

Show Styling Toolbar

Enables/Disables the styling tools in the Layout tab of the Express Report Wizard.

Show Themes

Enables/Disables the Theme dropdown in the Layout tab of the Express Report Wizard.

Show Grouping

Enables/Disables the grouping tools in the Layout tab of the Express Report Wizard.

Show Formula Button

Enables/Disables the formula editor button in the Layout tab of the Express Report Wizard.

Standard Report Designer Settings

These settings only apply to the Report Designer.

Show Chart Wizard

Enables/Disables the Insert Chart button in the Report Designer. Set to False to disable users from creating or editing charts.

Chart Colors

Lists the values used for default chart colors. Hexadecimal values should be separated by commas (or semicolons).

Maximum Number of Chart Data Points

Upper limit on the number of data points visible on a chart. If the limit is exceeded, a warning will be displayed to the user. Charts with large numbers of data points could cause browser performance issues.

Default Chart Font

Specifies a default font for charts created in the Report Designer. This setting can be overridden on a per-Report basis. Does not apply to Data Visualizations.

Show Geochart Map Wizard

Enables/Disables the Geochart Maps button in the Report Designer. Set to False to disable users from creating or editing Geochart maps.

NOTE. Geocharts refers to the legacy maps feature, which was available starting in v2013.2.
NOTE. The first time Show Map Wizard is set to true a dialog appears prompting you to accept the terms of using the Google Charts Api. Type “I accept” in the first box and your full name in the second to accept the terms and enable mapping.

Geochart Map Key

(v2016.3+) Optional Google Maps license key for geochart permissions. License must contain the Google Maps Javascript API service. See Legacy Maps (Geocharts) for more information.

NOTE. Because of a change in Google's Maps API Terms of Service, if geocharting was enabled after June 2016, or if you had geocharting enabled before, but changed your host domain name after June 2016, you need a license key to use this feature.

Geochart Map Colors

List the values used for default Geochart map colors. Hexadecimal values or css color names should be separated by commas (or semicolons).

Show Google Map Wizard

(v2016.3+) Enables/Disables the Google Maps button in the Report Designer. Set to False to disable users from creating or editing Google Maps.

NOTE. In order to use Google Maps, a license key must be obtained from Google, and a polygon file must be downloaded from our support site. See Google Maps for more information.

Google Map Key

(v2016.3+) License key for Google Maps permissions. This is required to use the new Google Mapping feature. License must contain the Google Maps Javacsript API and Geocoding API services. See Google Maps for more information.

Google Map Colors

(v2016.3+) List the values used for default Google map colors. Hexadecimal values or css color names should be separated by commas (or semicolons).

Show Gauge Wizard

Enables/Disables the Insert Gauge button in the Report Designer. Set to False to disable users from creating or editing gauges.

Gauge Colors

List the values used for default gauge colors. Hexadecimal values or css color names should be separated by commas (or semicolons).

Show Document Template

Enables/Disables the Document Template Menu. Set to False to disable users from using the Document Template Menu.

Show Document Template Upload Button

Set to True to allow users to upload Document Templates to the Report Path. Set to False to prevent users from uploading Document Templates.

Show Linked Report

Enables/Disables the Linked Report button in the Report Designer. Set to False to disable users from creating Linked Reports.

Show Linked Report Fields

Enables/Disables the Fields selector tab in the Linked Report dialog.

Show Linked Report Formula

Enables/Disables the Formula editor tab in the Linked Report dialog.

Show Linked Action

Enables/Disables the Linked Action button.

Show Insert Image

Enables/Disables the Insert Image button in the Report Designer. Set to False to disable users from inserting images.

Show Joins Window

Enables/Disables the Joins Menu under Advanced. Set to False to disable users from modifying joins.

Show Advanced Joins

Enables/Disables additional options in the Joins Menu. Set to True to enable advanced users to create, delete, and modify joins.

Show Events Window

Enables/Disables the Events Menu under Advanced. Set to True to enable advanced users to apply Event Handlers for the report. See Server Events for more information.

Show Linked Reports in New Tab

Specify how to display Linked Reports. Set to True to open Linked Reports in a new tab. Set to False to display Linked Reports in a floating window above the parent report.

Allow Grouping on Non-Sorts

Enables/Disables the group formula button in the Group Header/Footer Menu. Enabling this will allow users to group on non-sort formulas.

NOTE. Grouping on non-sort formulas is deprecated and unsupported.

Dashboard Report Designer Settings

These settings only apply to the Dashboard Designer. If ‘Show Dashboard Reports’ is false these settings will be ignored.

Prompt user for Parameters/Filters on Execution

Default setting indicating whether to prompt the user for filter and/or parameter values when executing a dashboard. The option can be overridden on an individual dashboard in the Options menu.

Show URL Item Button

Display/Hide the New URL item in the Toolbox of the Dashboard Designer.

Allow Creation/Editing of Dashboard Visualizations

Display/Hide the New Data Visualization item in the Toolbox and the Data Fields of the Dashboard Designer.

Show Data Fields Search Box

Display/Hide the search bar above the Data Fields of the Dashboard Designer.

NOTE. The search will require the schema of all available Data Objects. For best performance, only set this to True if using Column Metadata for Schema Access type. See Retrieving Data Object Schemas for more details.

Use Sample Data for Dashboard Visualization Design

Set to True to use sample data while creating and editing Dashboard Visualizations. This will reduce the number of calls to the database. Set to False to query the Data Source for each change made while editing Dashboard Visualizations.

Visualization Database Row Limit

Maximum number of rows returned on a queries made by Data Visualizations. This only applies to Tables, Views and Functions. Set to ‘0’ to return all rows.

Refresh Reports/Visualizations on Dashboards Silently

Set to 'True' to disable the refresh hourglass for timed automatic dashboard reloads.

Common Settings

Default Designer Font

Specifies a default font for reports created in the Standard Report Wizard, Express Report Wizard, Standard Report Designer, and Dashboard Designer. This setting can be overridden on a per-Report basis. Does not apply to CrossTabs.

NOTE. End-users must have the selected font installed locally in order to display. Otherwise, Exago will default to Sans Serif. We suggest using a font-face css tag in your custom home page to tell the browser to download the font automatically:
@font-face {
        font-family: 'Open Sans';
        src: url('myFonts/OpenSans.ttf');
      }

Default Designer Font Size

Specifies a default font size for reports created in the Standard Report Wizard, Express Report Wizard, Standard Report Designer, and Dashboard Designer. This setting can be overridden on a per-Report basis. Does not apply to CrossTabs.

Show Help Button

Enables/Disables the Help button in the top right corner of Exago. Set to False to disable users from accessing Context Sensitive help.

Custom Help Source

Specifies the URL that contains custom Context Sensitive Help content. See Custom Context Sensitive Help for more details.

Show Exports in Tab

Set to True to open PDF reports in a tab in Exago. Set to False to prompt the user to download the PDF.

Show IE Download Button

Set to True if Internet Explorer is not automatically prompting users to download PDF, XLS, RTF or CSV reports.

Show Join Fields

Enables/Disables any Data Fields that are used as Unique Keys or Joins. Set to False to hide all unique key and join Data Fields from users. To hide specific Data Fields see Column Metadata.

Show Grid Lines in Report Viewer

Sets the default output to show grid lines. This can be modified in the Options Menu of the Report Designer.

Save on Report Execution

Set to False to disable automatic saving of reports when executing from the Report Designer.

Save on Finish Press

Set to False to disable automatic saving of reports when finish button is pressed in a wizard.

Enable Right-Click Menus

Set to False to disable right click menus.

Enable Reports Tree Drag and Drop

Set to False to disable the dragging of reports and folders in the Main Menu.

Show Report Upload/Download Options

Set to True to enable users to upload and download report files by right clicking on folders and reports. Default value is False.

Allow interactivity in Report Viewer

Set to False to disable Interactive Report Viewer capabilities, including: changing column width, styling output, and interactive filters.

Show Toolbar in Report Viewer

Specify if Report Viewer should display paging, search, and export options.

  • Auto - Exago will detect if the report only displays a single plage of content from the Report Footer Section. If so the HTML Toolbar will be hidden, otherwise it will show.
  • Show – The toolbar will always show.
  • Hide – The toolbar will never show.

Default interactive report viewer dock is open

Set to False to have the Interactive report Viewer Dock minimized by default.

Interactive report viewer default dock placement

Specify if the Interactive Report Viewer Dock should appear on the right or left of the default output.

Allow save to report design for report viewer

Set to False to prevent users from saving Interactive Report Viewer changes onto the report.

Maximum number of fields in a crosstab header or tabulation source

Specify the maximum allowed fields in a crosstab header or tabulation source. Note that adding a large number of data fields to a crosstab will significantly increase the execution time of the report.

Use SVG for Application Icons

(v2016.3+) Set to true to enable Exago to use SVG (scalable vector graphics) icons instead of the default PNG icons for the UI elements. SVG icons look nicer on high-pixel density screens, but they may not be compatible with older web browsers.

Application Theme Selection

(v2016.3+) Choose from a selection of downloadable UI themes. See Application Themes for more information.


Hidden Article Information

Article Author
Nick
created 2016-01-13 18:21:52 UTC
updated 2017-07-11 15:43:05 UTC

Labels
General, feature ui settings, admin console, ui,
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