1.3 User Preferences

To manage user preferences, press the 'Preferences' link at the top of the Portal.

 

This opens the 'Preferences' dialog box.

 

The following preferences are available:

Change Password: Press the 'Change Password' link to open the 'Change Password' dialog box. Enter your current password and a new password and press 'OK'.

 

Email: Enter the email address to which queued reports and notifications should be sent.

Email Subject: Enter the subject line to be used for queued report emails sent to the address specified in the 'Email' field. If nothing is specified for the 'Email Subject' field, the report name will be used as the subject text.

Default Format: Select the default format in which queued reports should be emailed or saved.

Queued Report: Select 'Send Email to User' to have queued reports delivered by email to the address specified in the 'Email' field. Select 'Save in My Reports' to save an archived version of the report in the 'My Reports' repository folder. (This requires archiving to be enabled by an administrator.) Enable 'Send a Notification Email' to receive a notification email when the report has finished generating. See Adding a Report to the Scheduler Queue for information about queueing a report.

Message: Enter a message to be displayed in the body of the email delivered to the address specified in the 'Email' field.

Load all dashboards on initialization: Forces all enabled dashboards to reload when any dashboard is accessed. This is only needed when you have multiple dashboards that share a filter. (See Synchronizing Selection Elements and Input Elements in the Dashboard Design for more information.) For all other cases, this option should remain disabled.

Automatically Refresh Repository Tree: Allows the server to automatically update the listing of available reports and dashboards. You can also press the 'Refresh' button below the Repository panel to update the listing on-demand.

Default Printer: Select the printer that you wish to use as your default Portal printer.

To enable and disable dashboards or to change the order of the dashboard tabs, follow these steps:

1. In the 'Dashboard' table, select a checkbox in the 'Enable' column to make the corresponding dashboard visible in the Dashboard tab.

2. Press the up-arrow and down-arrow buttons in the 'Arrange' column to change the order of the various dashboard tabs in the Portal.

See Adding a Dashboard to the Dashboard Tab for information about deploying dashboards.

See Also

Adding a Report to the Scheduler Queue, for information about queueing a report.

Adding a Dashboard to the Dashboard Tab, to create a new dashboard under the 'Dashboard' tab.

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