User Preferences

If given permission by your administrator the User Preferences icon will appear in the top right corner.

Click the User Preferences icon to open the User Preferences dialog. The dialog consists of three tabs:

• Tutorials (v2018.2+)
• Startup Reports
• User Reports

Tutorials

Disable or enable ExpressView Tutorials and Hints in the User Preferences menu.

• The tutorial guides you through the creation process for ExpressVies through a series of popup windows. You are given the option to skip the tutorial when it begins, as well as the option to disable the tutorial in the future when it is complete.

• When hints are enabled, a hint will display after you take certain actions. Once you have seen a hint it will not display again unless hints are reset. 
• Reset All Hints within the User Preferences menu to view all hints again.

Startup Reports

Startup Reports are reports that will run in their own tabs each time a user starts a session. The system administrator can limit the number of startup reports allowed.

• To add a startup report, use the Report Tree panel in the dialog on the left to either:
  • Drag-and-drop it to the Report Name panel on the right
  • Click a report name and then click the Add button
  • Double-click a report name
• To reorder the reports use the Move Item Up  and Move Item Down  icons.
• To remove a startup report, click the Delete icon on the corresponding line. This only stops the report from loading on startup, it does not remove the report from the application.

User Reports

User Reports are customizations made by a user to an existing report. Customizations may include formatting, sorts and filter values chosen in the Report Viewer. This is an optional feature, and requires that the system administrator has enabled it.

• To add a user report:
  1. In the Report Viewer, customize the report. Review the articles in the Report Viewer section of the support site for more information.
  2. Click the Save icon in the Report Viewer's toolbar. Click Save Changes as User Report.

     

• To remove a User Report, either:
  • Click the Delete icon on the corresponding line in the User Reports tab.
  • From the Report Viewer click the Save icon in the Report Viewer's toolbar. Click Delete User Report.

    

This only stops the report from loading on startup, it does not remove the report from the application.

Context Sensitive Help

Context sensitive help is available at any point in the application. Click the Help icon to open documentation in a new tab.

The guide will automatically open to the feature you are using.