The University of Toledo

Web Report Library

Setting your general preferences

This section shows how to modify your own WRL general preferences.  There are a number preferences that can be customized/altered to your individual liking.  However, this tutorial/user’s guide is only going to focus on the General and Crystal Report Preferences.

To select general preferences

· In the toolbar in the InfoView window, click Preferences.

The “General Preferences” page should appear.  Make sure that the General Preferences tab is selected.  It should look lie the image below.

· In the “For each object, show me” area,
select the summary information you want
your objects to show:

  • description
  • owner
  • date
  • instance count
  • actions and descriptions (if selected) initially not hidden

· In the “View my documents” area, select how you would like to view your reports.

· In the “My current locale is” area, select your current location.  This setting determines the language set and the date format that the your browser will use.

· In the “My current time-zone is” area, select the appropriate time zone.  

· Click OK.

Text Box: Note:  If you select “My InfoView”  you will need to modify this area in order to really see anything.  “My InfoView” allows you to configure a dashboard, which can display previously selected objects. For details, see “Creating dashboards for My InfoView” on page 32 of the  BusinessObjects Enterprise™ XI InfoView User’s Guide

In the “My initial view is” area, click the option corresponding to the view you’d like to begin with.  For example, if you choose Folders and then select Report Samples, the next time

you log on the Report Samples folder will be displayed as your initial view.

· In the “On my desktop” area, specify the maximum number of objects you would like to see displayed per page.

Text Box: Note: Before scheduling objects, check your time zone setting. The default time zone is local to the web server that is running BusinessObjects Enterprise, not to the Central Management Server (CMS) machine(s) that each user connects to. By setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working.

· Click the Crystal Report Preferences tab at the top of the page.

To select Crystal Report  preferences

· In the toolbar in the InfoView window, click Preferences.

· In the “View my reports using the” area, select the report viewer you want to use when you display a report:

· ActiveX viewer: The ActiveX viewer is enabled if you have installed Microsoft Internet Explorer versions that support ActiveX controls.

· DHTML viewer  ( Recommended/Default ):  The DHMTL viewer is a zero-client viewer for browsers that support Dynamic HTML

· Java viewer: The Java viewer is designed for web browsers that support the Java Virtual Machine.

· In the “DHTML Viewer printing uses the” area, choose

· Acrobat Reader printing control: If you choose Acrobat Reader printing control, the viewer exports the report to PDF format when you click Print. You can then print the PDF.

· ActiveX printing control: If you choose ActiveX printing control (One click printing), you can print the report directly from the Crystal report viewer. Note that this option requires the installation of a small ActiveX component.

· In the “Preferred measuring units for report page layout is” area, you can select inches or millimeters.

· If you selected the DHTML viewer, then you must select the resolution you want in the "Rendering resolution (DHTML viewers)" area.

· Click Apply to save your changes.

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