> For the complete documentation index, see [llms.txt](https://documentation.connexica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.connexica.com/getting-started/user-preferences.md).

# 07. User Preferences

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]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome||anchor="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]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2a. Query.WebHome) screen using the **Show Compact View** drop-down list.

## Crosstabs

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.

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.

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]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2e. Pages.WebHome) chapter.

## Query

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.

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.

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]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome||anchor="Load Screen") 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

' or 'Load ' 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]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2a. Query.WebHome) 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]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2a. Query.WebHome) 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]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome||anchor="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.