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Wiki source code of 07. User Preferences

Last modified by Paul Jackson on 06/11/2025, 14:24
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5 Amending the User Preferences gives users control over a range of options for their user account.
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7 To access the available options, click **Preferences** at the top of the screen.
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9 The preferences are split into a number of different tabs. Click on a tab to reveal the relevant options.
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11 Once the required options have been set, click the **Save** button to apply the changes, or the **Cancel** button to discard changes.
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13 = Starting Up CXAIR =
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15 The **Real Name** textbox allows a name to be associated with the provided username. This makes users easily identifiable in [[Commentary>>doc:Technical Documentation.CXAIR.User Guide.3\. Report Administration.WebHome||anchor="Commentary"]].
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17 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**.
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19 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.
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21 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.
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23 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.
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25 {{id name="Portal"/}}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.
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27 {{id name="Compact View"/}}{{id name="Skinning"/}}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>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen using the **Show Compact View** drop-down list.
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29 = Crosstabs =
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31 To set a number of default settings that are automatically applied when creating [[Crosstabs>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]], select the required option from the **Theme**, **Chart Theme** and **Font Size** drop-down lists.
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33 The **Show Field Names** option controls whether field names are automatically displayed when running a [[Crosstab>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]], 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>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen.
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35 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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37 = Dashboards =
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39 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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41 = Flow Reports =
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43 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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45 = {{id name="Pages UP"/}}Pages =
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47 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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49 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.
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51 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.
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53 For more information regarding these options, please refer to the [[Pages>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2e\. Pages.WebHome]] chapter.
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55 = {{id name="Query"/}}Query =
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57 Select the default Boolean operator that will be applied when entering the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] 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.
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59 To make the Row Select checkboxes automatically visible when entering the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen, enable the **Show the Select Row Option for Queries** option.
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61 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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63 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>>doc:Technical Documentation.CXAIR.User Guide.3\. Report Administration.WebHome||anchor="Load Screen"]] screen.
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65 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.
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67 Enable the **Show Extra Calculations on Headers** to display additional information for numeric fields when a column heading is clicked in the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen. The minimum, maximum average and sum is calculated from the displayed values.
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69 The **Show Hierarchy Popups** enables configured charts to appear for fields in the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen. This functionality must be configured for each Index by the system administrator.
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71 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.
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73 = Venn =
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75 Alter the default display options using the **Auto size Venn sets** and **Show names within sets** options.
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77 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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79 = Model =
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81 To hide the query bar and use more available screen space when accessing this area of functionality, enable the **Start Full Screen** option.
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83 = Load =
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85 Enable the **Expand My Reports Folder** option to automatically display the contents of the My Reports folder when entering the [[Load screen>>doc:Technical Documentation.CXAIR.User Guide.3\. Report Administration.WebHome||anchor="Load Screen"]].
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87 = Exporting =
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89 Specify the default **Screen Width** and **Screen Height** when exporting reports.
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91 = Home =
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93 Set the **When there are no results, Indexes will** option to either **Fade** or **Hide** to change the display settings for the Home screen.