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This page allows administrators to configure a wide range of settings that fall under the following tabs:
- Configuration - Email
- Configuration - System
- Configuration - Region
- Configuration - Authentication
- Configuration - Integration
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You can configure all email related settings here, including default addresses and outgoing server settings that set up your SMPT server.
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System
You can configure general system settings here, including view & pdf 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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Company Logo Image | Upload an image file to be used as the Company Logo in Reports. | |||||||||||||||||||||||||||||||||||
Client Organisation Logo Image | Enter an absolute URL used to retrieve the client logo. ## will be replaced by the relevant Client Reference Id. eg: http://localhost/myimage?ref=## | |||||||||||||||||||||||||||||||||||
Logo Image Scale Factor | Define the percentage the Logo Image will be scaled to. | |||||||||||||||||||||||||||||||||||
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Option | Description | |||||||||
Filter Views by Category | Display the View list in Administration grouped by Source and View Category. | |||||||||
Table List Length | Define the number of tables displayed at once in the Database Tables list on Step 1 of the Drag & Drop View Builder. | |||||||||
View Data Preview | Define the default number of rows of data to be displayed in the View Builder. | |||||||||
Database Column Order | Display the columns within a database table in alphabetical or native order when viewed in the View Builder. | |||||||||
Grouped Values Threshold | Define the number of unique values in a field required before the Grouped Values option is suggested. This is used in the Data Profiling section of the View Builder. | |||||||||
Report View List Sort | Define whether to sort the list of available views on the Report Initialisation page by their name or recent use. | |||||||||
Drill Anywhere Default | Define whether or not Drill Anywhere is enabled by default on new fields when they are added to views. | |||||||||
Default Metric Aggregation | Select the default aggregation to be applied whenever a metric field is added to a view. | |||||||||
Add New View Fields | Define whether or not table fields selected on the Model page in the view builder will automatically be added as view fields. | |||||||||
Default Data Preview | Choose a default selection for the data previewed on the Prepare page in the view builder. | |||||||||
Data Profiling | Define whether or not data profiling is enabled in the view builder. | |||||||||
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Option | Description | |||||||||
Export to CSV | Allow users to export report results to CSV by default. | |||||||||
Export to DOCX | Allow users to export report results to DOCX by default. | |||||||||
Export to PDF | Allow users to export report results to PDF by default. | |||||||||
Export to XLSX | Allow users to export report results to XLSX by default. | |||||||||
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Option | Description | |||||||||
Page Size | Select the default paper size to be used for PDF exports. | |||||||||
Page Orientation | Select the default paper orientation to be used for PDF exports. | |||||||||
Shrink to fit page width | Define if content should be shrunk to fit on a page, or displayed as is - possibly cutting content if too large. | |||||||||
Header Height | Define the default height (pixels) of page headers in PDF exports. | |||||||||
Footer Height | Define the default height (pixels) of page footers in PDF exports. | |||||||||
Scale Images | Display images at their full resolution or scale them down to avoid them being cut off if too large. | |||||||||
Maximum Image Width | Define the maximum image width (pixels) for use in PDF exports. | |||||||||
Maximum Image Height | Define the maximum image height (pixels) for use in PDF exports. | |||||||||
Report Section Page Break | Define whether each Report Section will start directly below the end of the previous section in a PDF export or on the next page. | |||||||||
Co-Display Report Page Break | Define whether each Co-Display Report will start directly below the end of the previous section in a PDF export or on the next page. | |||||||||
PDF Password | Define a password to be used to secure PDF exports. (Optional) | |||||||||
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Option | Description | |||||||||
Custom Parameters | These are used as part of the Link to URL function, allowing you to use a variable as part of a link in a field. Add the parameter key and value to define one. | |||||||||
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Region
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You can configure all region related settings here, including time & date and language specific text settings.
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Authentication
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You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.
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The LDAP directory needs to be configured, if this is the selected user authentication method.
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Integration
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You can configure integration settings that allow you to customize panels in Yellowfin, including Headers, Footers, and Toolbars.
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