Using the PDF Options dialog box

The PDF Options dialog box lets you determine how reports and documents are exported to PDF format. For example, if most of your reports are exported in landscape orientation, you can set your export default to landscape so you don't have to select this each time you export.

  1. You can export a report directly from a folder, or you can export it while viewing it:

  2. From the Home menu, select Export, and then select PDF. The PDF Options window opens.

  3. If you are exporting directly from a folder, if the report contains prompts answer them and click Export.

  4. From the Export drop-down list, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.

  5. Determine whether to display headers and footers saved as part of the report settings or use a customized header and footer on all your exported reports.

    Also, to access the Header/Footer Editor, select
    Edit Custom Settings. You can specify what text to print in the left, center, and right portions of the page's header and footer. You can simply type this text or insert fields specific to the report by choosing from the Insert Auto-text drop-down list at the top of the page. For more information on auto-text, see Auto-text codes for datasets.

  6. Click Edit Custom Settings to access the Report Header and specify the text to print in the report header. Type the text in the field or choose auto text from the drop-down list in the upper left.

  7. Adjust the amount of the report's content (and thus, the size of the font) that prints on a page from the following scaling options:

  8. Choose whether to print reports in either Portrait or Landscape format.

    You can also create a multi-layout document, which means that each document is placed into its own layout within the same document. This creates a ”book” of documents. Each layout functions as a separate document, with its own grouping, page setup, and so on, but the layouts are generated into a single PDF document. The wider layout can be set to display in landscape, while the narrower layout can be set to display in portrait.

    To create a multi-layout document, you simply add a layout to a document. For more information on Multi-layout document, see the
    MicroStrategy Report Services Document Creation Guide.

  9. Determine whether a cover page is printed and select one of the following to determine which details are printed on a cover page:

  10. Determine whether the cover page is placed before or after the report.

  11. Click Show advanced options to access the following options:

  12. Select the Do not prompt me again check box if you do not want  to be prompted with the Export Option dialog box the next time that you want to export. If you select options that you will use each time you export the report, then you can clear the check box to save the settings and not be prompted to answer them again.

  13. Click Export.