3.1.4 Presentation Node
Presentation options control how reports are generated and presented to users.
General
Configure the sort order of the Repository tree, as well as formats for dates, times, and images.
Portal
Configure the overall appearance of the User Portal. See the Portal section. The following pages are available:
• Look and Feel: Configure Portal color scheme, logos, and fonts.
• Integration: Configure tools and navigation tabs shown in the Portal.
• Welcome Page: Specify an alternative Welcome page for the Portal.
Report
Configure specific Portal customization options. The following pages are available:
• Viewer Options: Specify options such as custom error page, report session timeout, and toolbar location. See the Viewer Options section.
• Toolbar Options: Configure visibility and ordering of toolbar buttons on generated reports. See the Report Toolbar Options section.
• Custom Icons: Specify custom icons for toolbar buttons and repository tree. See the Custom Icons section.
• Export Menu Options: Control availability of export formats. See the Report Export Menu Options section.
• Windows and Frames: Configure Repository tree behavior for embedded applications. See the Windows and Frames section.
Viewsheet
Configure Viewsheet options. The following page is available:
• Toolbar Options: Configure visibility and ordering of toolbar buttons on Viewsheets. See the Viewsheet Toolbar Options section.
• Export Menu Options: Control availability of export formats. See the Report Export Menu Options section.
Dashboard
Configure the display of dashboards in the User Portal. See Dashboards for more details. The following pages are available:
• Dashboard Settings: Enable dashboards and set tab position. See Enabling Dashboards for more information.
• Dashboard Configuration: Create and edit global dashboards and layouts. See Creating a Dashboard for more information.
• Dashboard Manager: Assign global dashboards to various roles and groups. See Managing Dashboards for more information.
Configure settings related to generation of archived and exported reports in PDF format. The following pages are available:
• PDF Generation: Configure PDF document generation options. See the PDF Generation section.
• Font Mapping: Configure mappings for CJK characters. See the CJK Fonts section.
Ad Hoc
Configure settings related to the Ad Hoc Wizard and Ad Hoc editing. The following pages are available:
• Ad Hoc Wizard: Edit and create Ad Hoc wizards from prototype reports. See the Ad Hoc Wizard section.
• Ad Hoc Settings: Configure Ad Hoc properties such as auto-size and image directory. See the Ad Hoc Settings section.
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