Changing User Preferences

You can change the default user preferences to customize the way that InfoAssist behaves when you create reports and generate output. You can customize the InfoAssist interface, including all menus and dialog boxes, by selecting an application theme that applies the styling that you want.

Additionally, you can style your reports by selecting a document theme independent from the interface. On the InfoAssist application main menu, click Options, or on the InfoAssist Options dialog box, click Change Default Options.

The Options window, as shown in the following image, opens to provide you with a user-friendly interface for customizing the InfoAssist application.

If any of the options are unavailable, contact your administrator for assistance.

You can also select a document styling theme through the ribbon. Go to the Home tab, then in the Report group, click Theme. For more information, see Home Tab.

Startup Options

Note: The Startup Options are disabled because in WebFOCUS 8 Express you can choose the mode of InfoAssist directly from the Resource Tree in the BI Portal.

Layout

The Layout area provides settings for printing reports and charts.

Page Size. Values are A4, A3, A5, Letter, Tabloid, and Legal. The default value is Letter.
Orientation. Values are Portrait and Landscape. The default value is Portrait.

View

The View area provides settings for establishing the design view in which you will work, the type of data you will use when you preview your output, the limit you need to set on your record input, how your data and query panels will look, and the output target that you will use.

Design View. Values are Interactive and Query. Select Interactive to activate the Preview Method drop-down menu. The default value is Interactive.
Preview Method. Values are Preview with Source Data and Preview with Sample Data. This menu becomes active when you select Interactive from the Design View drop-down menu. The default value is Preview with Source Data.
Record Limit. Values are All records, 1, 10, 50, 500, or you can type a numeric value directly in the menu. The default value is 500.
Data Panel. Values are Logical, List, and Structured. The default value is Logical.
Query Panel. Values are 2x2 (2 columns by 2 rows), 1x4 (1 column by 4 rows), and Tree. The default value is Tree.
Output Target. Values are Single Tab, New Tab, Single Window, and New Window. The default value is Single Tab.

Format

The Format area provides settings for the output types for reports, charts, and documents.

Report output type. Values are HTML, PDF, PowerPoint, Excel 2007, Excel, active report, active Flash, active PDF, and VisDis (only available with a Visual Discovery Analyst Edition license). The default value is HTML.
Chart output type. Values are HTML, HTML5, PDF, PowerPoint, Excel, active report, active Flash, and active PDF. The default value is HTML.
Document output type. Values are HTML, PDF, PowerPoint, Excel, active report, active Flash, and active PDF (for documents containing only reports). The default value is PDF.

Environment and Styling

The Environment and Styling area provides Application Theme settings to apply styling to all InfoAssist interfaces, menus, and dialog boxes. It also provides settings to apply styling to reports and charts.

Application Theme. Select an Application Theme, for example, Graphite or High Contrast, to apply styling to all interfaces, menus, and dialog boxes.
Document Theme. Select a Document Theme to apply styling to reports and charts.
You can use the default style sheet or select from a list of available themes. Click the Browse button to open the Templates - Browse predefined template files dialog box in which you can search for an existing StyleSheet.

Changing Global Preferences

You can change global preferences for InfoAssist through the Administration Console found on the WebFOCUS Business Intelligence Portal. For more information, see the WebFOCUS Security and Administration manual.