The PDF Reports preferences page lets users set defaults for printing reports so users can save time while working. For example, if most of your reports are printed in landscape orientation, you can set your print default to landscape without selecting this option each time you print.
Prerequisite
The PDF Reports project defaults page is only available if PDF printing is disabled. To disable PDF printing, clear the Use PDF for printing reports check box on the General preferences page. If PDF printing is enabled, the Print Reports (PDF) preferences page is displayed from the Preferences menu instead.
Select Preferences at the top of any page, then click PDF Reports. The following options are available:
Export: From the drop-down list, select either Whole report (default) or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.
Page Header and Footer: Specify the page header and footer to be displayed on all your reports. Click Edit Custom Settings to open the Header/Footer Editor. You can specify the text to print in the left, center, and right portions of the page's header and footer. Type static text, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For more information about auto-text, see Specifying the header and footer for a report.
Report Header: Specify the text to print in the report header. Click Edit Custom Settings to open the Report Header Editor. You can type static text in the Header field, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For more information about auto-text, see Specifying the header and footer for a report.
Scaling: Adjust the amount of the report's content (and thus, the size of the font) that prints on a page using the following scaling options:
Adjust font to __% of original size: Specify the font size of text displayed on the report as a percentage of its original size. The default is 100%.
Fit to __ page(s) wide by __ tall: Specify the page dimensions in which to fit the report contents. The default is 1 page wide by 1 page tall.
Print the grid and the graph on the same page: Determine whether the grid and the graph are printed on the same page when printing a report displayed in Grid and Graph view. If you clear the check box, the grid and graph print on separate pages. This check box is selected by default.
Orientation: Determine whether reports are printed in either Portrait or Landscape format. The default is Portrait.
Print cover page: Determine whether to print a cover page with the report, and select one of the following to determine which details are printed:
With Filter Details: Print the filter details of a report on a separate page. The filter details are placed before the contents of the report.
With Report Details: Print the report details of a report on a separate page. The report details are placed before the contents of the report.
Cover page location: Determine whether the cover page is placed before or after the report.
Expand all page-by fields: Print all combinations of items in the page-by axis when printing a report that has one or more items in the page-by axis. To print only the items currently displayed in the page-by fields, clear this check box. This check box is cleared by default.
Paper size: Select the paper size on which to print a report. The default is Letter 8.5" x 11".
Margins (Inches): Set the left, right, top, and bottom margins. For reports to print correctly, these margin settings and the margin settings in the browser's File > Page Setup option must match. The default value for each margin is 0.75 inches.
Maximum header size (Inches): Set the size at which the report header can be overwritten. If the header is larger than its maximum size and the report must use the space to display its content, the header is cut off by the report content. If the report does not use the space, the entire header is displayed, regardless of size. The default header size is 5.0 inches.
Maximum footer size (Inches): Set the size at which the report footer can be overwritten. If the footer is larger than its maximum size and the report must use the space to display its content, the footer is cut off by the report content. If the report does not use the space, the entire footer is displayed, regardless of size. The default footer size is 5.0 inches.
Use bitmaps for graphs: Determine if graphs are generated using a bitmap format or a vector format (default). Select the Use bitmaps for graphs check box to specify that graphs are generated using a bitmap format. This check box is cleared by default.
Use draft quality for graphs: Specify whether to use lower-quality graphs in the exported PDF. This results in a smaller PDF file size and is particularly helpful when you do not intend to print the report or document. This option is only available if the Use bitmaps for graphs check box is selected.
Embed fonts: Determine if you want to use the original fonts chosen in the Document Editor to display and print the PDF, even on machines that do not have those fonts installed. This ensures the portability of the PDF. This check box is cleared by default.
Show options when exporting to PDF: Determine whether the PDF Options page opens each time a report is exported to PDF. If the check box is cleared, the PDF Options page does not open. This check box is selected by default.
From the drop-down list at the bottom of the page, apply the changes to the current project or all projects you have access to that are stored on the Intelligence Server and then click Apply.
Warning: Clicking Load Default Values will reset all of your preferences settings.