Specifying Output Settings

The Output Settings page is displayed when you click Preferences in the upper right corner of the MSClient window. Use this page to specify output settings for MSClient, such as a home page, document sort order, date format and so on.

The Output Settings page contains the following items:

 

Output Settings

  • Home Page: Select a home page from the list. The home page is the first page (or tab) to display when you log on to MSClient. You can select from My Home, Saved Views, Dashboards, Document Search, or Report Search.

  • Document Search page: Select a Document Search page to be opened, when you click the Document Search tab. You can select either Simple Search or Advanced Search.

  • Report Search page: Select a Report Search page to be opened, when you click the Report Search tab. You can select from Reports List, Simple Search or Advanced Search.

  • Document Sorting: The document sort order determines the order in which documents are listed on the Document List page. Select one of the following options from the list:

    • Document Name (Ascending, default sort order): Sorts the documents in ascending order (that is, alphabetically or numerically from first to last) according to their names.

    • Document Name (Descending): Sorts the documents in descending order (that is, alphabetically or numerically from last to first) according to their names.

    • Document Date (Ascending): Sorts the documents in ascending order (that is, numerically from first to last) according to their dates.

    • Document Date (Descending): Sorts the documents in descending order (that is, numerically from last to first) according to their dates.

  • Report Sorting: The report sort order determines the order in which reports are listed on the Report List page. Select one of the following options from the list:

    • Report Name (Ascending, default sort order): Sorts the reports in ascending order (that is, alphabetically or numerically from first to last) according to their names.

    • Report Name (Descending): Sorts the reports in descending order (that is, alphabetically or numerically from last to first) according to their names.

    • Report Date (Ascending): Sorts the reports in ascending order (that is, numerically from first to last) according to their dates.

    • Report Date (Descending): Sorts the reports in descending order (that is, numerically from last to first) according to their dates.

  • Maximum Search Result Documents: Specify the maximum number of documents to be listed on the Document List page.

    • Use old style for search results: Select this check box if you want the search results to be displayed in the format of Monarch BI Enterprise Server v5.2.

    • Display all document/report results: Select this check box to display all document/report results on a single page.

    • Allow multiple Document Type selection in Simple Search: By default you can select only one document type on the Simple Search page. This check box allows selecting several document types, for compatibility with previous versions of the Monarch Server system.

    • Reuse last search query conditions: Select this check box, if you want the system to remember the dates specified for Simple or Advanced Document/Report Search and to display them when you return to the search page.

    • Show query info in toolbar: Select this check box, if you want to enable the query info toolbar and see it when viewing documents/reports.

    • Close the pop-up views toolbar on mouse over: Select this check box, if you want the Views toolbar to disappear when the mouse pointer is moved away from it.

    • Direct view on single result on Reports List: Select this check box to enable direct opening of the report view when clicking its name. This is valid for if the user has the rights only for one type of report view.

  • Excel Output: Use XLSX Excel spreadsheet format: Select this check box to use the XLSX format for Excel output.

Important: This format requires Office 2007 installed on the client computer

  • Data/Summary View:

    • Apply the style from the model (background, font size, table settings, etc. will be applied from the report model).

    • Apply data formatting from the model.

  • CSV Output: Column Separator: Specify the delimiter for CSV export.

    • Apply delimiter from the model: Select this check box to apply the delimiter from the model.

    • Comma: Select this button to use a comma as the delimiter for the CSV export.

    • Semicolon: Select this button to use a semicolon as the delimiter for the CSV export.

    • Tab: Select this button to use a tab as the delimiter for the CSV export.

    • Pipe: Select this button to use a pipe as the delimiter for the CSV export.

    • Other: Select this button to specify a preferred delimiter.

 

Locale Settings

  • Date Format: Select one of the following options to specify a date format for your searches:

    • mm/dd/yyyy: Select to use the month/day/year date format in searches.

    • dd/mm/yyyy: Select to use the day/month/year date format in searches.

  • Decimal Separator: Select one of the proposed decimal separators: comma or period.

  • Group Separator: Select one of the proposed group separators: comma, space or period.

 

E-mail

  • Mail address: Specify the e-mail address.

When you made your changes

  • Save: Click to save the current output settings.

  • Clear: Click to cancel any changes you have made to the output settings.

  • Close: Click to close the window.

 

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