Including an interactive table of contents in PDFs

A table of contents allows a user to quickly access specific areas of the PDF. In the exported PDF, users can click on a label or page number to jump to that area. An entry is created in the table of contents for each element of each grouping field and, if the document contains multiple layouts, each layout. (For example, if the grouping field is Regions, elements include North and South.)

You can create a table of contents only if a document has multiple layouts and/or is grouped. Tables of contents are displayed in the exported PDF in MicroStrategy Web and PDF View in Desktop.

The table of contents is included in the PDF as the first page, unless you choose to display it before a layout that appears later in the document.

If the PDF has bookmarks, the table of contents is listed in the bookmark panel. If a PDF includes a table of contents, the bookmarks may be redundant. For steps to prevent bookmarks from being generated for a PDF, see Working with bookmarks in PDFs.

For more information and an example, see the MicroStrategy Report Services Document Creation Guide.

To include a table of contents in a PDF

Note: This procedure affects the entire document, including all layouts of a multi-layout document. For more information on multi-layout documents, see Creating multi-layout documents.

  1. Open the document in Design or Editable Mode.

  2. From the Tools menu, select Document Properties. The Properties dialog box opens.

  3. From the left, select Table of Contents.

  4. Select the Include Table of Contents check box.

  5. If the document contains multiple layouts, the Before layout drop-down list is available. By default, the table of contents is displayed before the first layout, but you can select a different layout from the list.

  6. To display a title for the table of contents, enter the text in the Title field. If the Title field is blank, the table of contents starts at the top of the page.

  7. To format the font, click the Format icon. The Font Formatting dialog box opens. You can select the font, size, color, and so on. Click OK when you have made your selections. Your selected font formatting is shown in the Sample area.

  8. By default, tab leaders are shown. Tab leaders are a series of dots connecting the item with the page number. To turn them off, clear the Show tab leader check box.

  9. Click OK to return to the document.

  10. To view the PDF, click the PDF icon on the Standard toolbar. The PDF displays bookmarks.

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