Amending the User Preferences gives users control over a range of options for their user account.

To access the available options, click Preferences at the top of the screen.

The preferences are split into a number of different tabs. Click on a tab to reveal the relevant options.

Once the required options have been set, click the Save button to apply the changes, or the Cancel button to discard changes.

Starting Up CXAIR

The Real Name textbox allows a name to be associated with the provided username. This makes users easily identifiable in Commentary.

Click Set Password to change the password for the user account. Enter the required information in the Old Password, New Password and Confirm Password textbox and click Modify to apply the changes. To discard changes and return to the previous screen, click Cancel.

Under the Image heading, click Select File to upload an image that will be used for the user account. Hover the cursor over the image to display a larger preview.

The Search Engine drop-down list allows the selection of a specific Search Engine that will be selected automatically upon login, and the Index tab drop-down list allows the selection of an individual Index within.

Use the Time Zone drop-down list to force a specific time zone, or select System Default to match the solution settings to those on the operating system.

Specify the default page that will be opened after logging in using the View After Login drop-down list. Select between the various areas of functionality available, Home, Configuration, Query and Saved Reports, or select the Portal option to be presented with an interactive menu screen when logging in.

Set the skin to be used at user level from the Skin drop-down list and set whether to enable the compact view by default in the Query screen using the Show Compact View drop-down list.

Crosstabs

To set a number of default settings that are automatically applied when creating Crosstabs, select the required option from the Theme, Chart Theme and Font Size drop-down lists.

The Show Field Names option controls whether field names are automatically displayed when running a Crosstab, and the Restrict Crosstabs Display Fields to Current Layout option will automatically restrict the fields available in the Axis tab based on the display field layout specified in the Query screen.

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

Dashboards

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

Flow Reports

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

Pages

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

To set a number of default settings that are automatically applied when entering Pages, select the required option from the Page Size, Cell Size, Orientation, Snap To Grid and Toolbar as Single Row options.

The Render Size option is independent of the Page Size option, and allows the number of components that will fit on a page, specified in pixels, to be increased. When the default limit is reached, components are scaled down to fit the display used. Change the Edge option accordingly to ensure any change in height or length maintains a consistent aspect ratio.

For more information regarding these options, please refer to the Pages chapter.

Query

Select the default Boolean operator that will be applied when entering the Query screen using the Search terms used will be combined as drop-down list. Restrict the number of results displayed before a new page is created using the Results per page textbox, and enable the Run current search when selecting new Index tab option to carry over searches when the Index is changed using the Search within: drop-down list in the query bar.

To make the Row Select checkboxes automatically visible when entering the Query screen, enable the Show the Select Row Option for Queries option.

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

With the Enable Report Searching option enabled, the query bar can be used to directly load reports. Start typing the name of a report and a list of reports, controlled by the Report Search Size option, will be displayed. Click the report name to run the report, negating the requirement to open the Load screen.

The query bar functionality can also be extended to support voice control when the Enable Voice Searching option is enabled. Click the microphone icon that then appears in the query bar, enable microphone permissions and speak 'Search <search term>' or 'Load <report name>' into the microphone to perform the action on-screen.

Enable the Show Extra Calculations on Headers to display additional information for numeric fields when a column heading is clicked in the Query screen. The minimum, maximum average and sum is calculated from the displayed values.

The Show Hierarchy Popups enables configured charts to appear for fields in the Query screen. This functionality must be configured for each Index by the system administrator.

When adding fields to the Display Field Layout, the fields get appended to the bottom of the selected list. To change this default setting so that fields appear at the top of the list, select 'Yes' in the Add Fields to Top drop list.

Venn

Alter the default display options using the Auto size Venn sets and Show names within sets options.

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

Model

To hide the query bar and use more available screen space when accessing this area of functionality, enable the Start Full Screen option.

Load

Enable the Expand My Reports Folder option to automatically display the contents of the My Reports folder when entering the Load screen.

Exporting

Specify the default Screen Width and Screen Height when exporting reports.

Home

Set the When there are no results, Indexes will option to either Fade or Hide to change the display settings for the Home screen.