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You can configure general system settings here, including view & file export defaults, logo options, and server settings.
Note: Export Defaults have moved. You can now find them under the Administration Console - Export Defaults.
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Option | Description | |||||||||
Page Size | Select the page size for your PDF file. This allows other layout settings to be configured properly. | |||||||||
Page Orientation | Choose the orientation of your file. | |||||||||
| Shrink to Fit Page Width | If enabled, the report content will be shrunk to fit the page width. | |||||||||
Use Default Layout Values | This toggle lets you alter the default system layout settings for this exported PDF. It does not update the system defaults. If disabled, the options below will appear. | |||||||||
| Header Height | If your report contains a header, enter the header's height (pixels) in this box to avoid any overlap between your header and the top of the report. | |||||||||
| Footer Height | If your report contains a footer, enter the footer's height (pixels) in this box to avoid any overlap between the report contents and your footer. | |||||||||
| Scale Images | If enabled, images will be scaled to prevent them from being cut off if too large. | |||||||||
| Maximum Image Width | Enter the maximum image width (pixels). | |||||||||
| Maximum Image Height | Enter the maximum image height (pixels). | |||||||||
Report Section Page Break | If enabled, this option creates page breaks for report sections. This ensures that each new section in a report will start at the top of a new page. Note that Yellowfin splits the report table when report sections are defined, creating a separate table for each report section. | |||||||||
Co-Display Report Page Break | If enabled, this option creates page breaks for co-display reports. This ensures that each co-display report will start from the top of a new page in the exported PDF. | |||||||||
PDF Password | Enter a password to secure exported PDF files. | |||||||||
| Lock Page During Exports | If enabled, user interactions and navigation will be restricted, preventing unexpected changes when the PDF export is taking place. |
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If you can't see the PDF export defaults in this location, they will be visible on the Admin Console. |
| title | DOCX Export Defaults |
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Option
Description
Conditional Formatting Icon Export
If your report uses conditional formatting to display icons instead of data, enabling this option will ensure that those icons are exported. Disabling this option will ignore any conditional formatting and instead use the original data values.
| title | XLSX Export Defaults |
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Option
Description
Conditional Formatting Icon Export
If your report uses conditional formatting to display icons instead of data, enabling this option will ensure that those icons are exported. Disabling this option will ignore any conditional formatting and instead use the original data values.
If your report contains formatting for numeric values, such as prefixes, suffixes and thousand separators, enabling this option will export numeric values as text to maintain formatting. Disabling this option will ignore any formatting and export numeric values as numeric.
This feature is enabled by default.
| title | CSV Export Defaults |
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Option | Description |
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Line Delimiter | This setting might be useful when working with third-party tools which may require a specific carriage return type to correctly process CSV files. Set your default carriage return here. Select from CR, CRLF and LF. This setting can be overridden during manual/ad-hoc CSV exports. |
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