This article applies to the Admin Console >
The Feature/UI settings allow administrators to hide various features in the user interface. As each heading indicates, settings may apply to specific report types or the entire application.
The parameters are broken up into several sub-sections:
These settings enable/disable report types.
Enables/Disables the Report Designer
Enables/disables the creation of new CrossTab reports from the main menu.
When False, the Show CrossTab Wizard setting will appear under Advanced Report Designer Settings, permitting CrossTabs to be enabled/disabled separately in the Advanced Report Designer.
Enables/Disables the Dashboard Designer.
Note
Both Allow Creation/Editing of Dashboards and General > Main Settings > Allow Execution in Viewer must be True to enable the Dashboard Designer.
Enables/Disables the Chained Report wizard.
Enables/Disables the ExpressView designer.
These settings only apply to the ExpressView designer.
When True, users are allowed to make changes to an ExpressView when the in Live Data (Run) mode. When False, users must click the Stop button on the toolbar before changes may be made.
The default value is false for pre-v2021.1.1 or true for v2021.1.1+
This setting controls whether users are allowed to add fields to an ExpressView that are not directly joinable to another field on the report.
Note
As of v2018.1.23+, the join algorithm has been modified for ExpressViews with Direct joins only enabled. The Disable Non-Joined Data Objects database setting is now taken into consideration when generating a join path, allowing these ExpressViews to properly analyze join weight and encompass constructed SQL.
Select the join path algorithm to use when running ExpressViews with multiple data objects.
These settings only apply to the Advanced Report designer.
If Allow Creation/Editing of CrossTabs in Available Report Types is False, this option becomes available. When Allow Creation/Editing of CrossTabs is True, this option is hidden from view in the Admin Console.
Set to True to allow CrossTab widgets to be added to Advanced Reports in the Designer, or False to completely disable the creation of CrossTabs in the application.
Enables/disables the Chart Wizard from the Insert
menu (v2021.1+). Set to False to disable users from creating or editing charts.
Lists the values used for default chart colors, except for heatmap charts. Hexadecimal values should be separated by commas or semicolons.
Lists the values used for default heatmap chart colors, either as CSS color names or hexadecimal color codes with a leading # sign. Values must be separated by commas or semicolons. This list of colors will be applied to a heatmap when selecting Default from the Theme dropdown in the chart wizard.
Upper limit on the number of data points visible on a chart. If the limit is exceeded, a warning will be displayed to the user. Charts with large numbers of data points could cause browser performance issues.
Specifies a default font for charts created in the Advanced Report Designer. This setting can be overridden on a per-Report basis. Does not apply to ExpressView charts or Dashboard visualization tiles.
Enables/Disables GeoCharts from the Insert
menu (v2021.1+). Set to False to disable users from creating or editing GeoCharts.
Note
The first time Show Geochart Map Wizard is set to true a dialog appears prompting you to accept the terms of using the Google Charts Api. Type “I accept” in the first box and your full name in the second to accept the terms and enable mapping.
Optional Google Maps license key for GeoCharts permissions. License must contain the Google Maps Javascript API service. See Legacy Maps (Geocharts) for more information.
Note
Due to a change in Google’s Maps API Terms of Service, if geocharting was enabled after June 2016, or if you had geocharting enabled before, but changed your host domain name after June 2016, you need a license key to use this feature.
List the values used for default Geochart map colors. Hexadecimal values or CSS color names should be separated by commas (or semicolons).
Enables/Disables Google Maps from the Insert
menu (v2021.1+). Set to False to disable users from creating or editing Google Maps.
Note
In order to use Google Maps, a license key must be obtained from Google, a polygon file must be downloaded from our support site and the Exago server must have an Internet connection. See Installing Optional Features for more information.
License key for Google Maps permissions. Must contain either:
Note
When upgrading from a version prior to v2018.1, the value previously supplied for the Google Map Key will appear here.
License key for Google Maps permissions. If the previous field contains a key limited to the JavaScript API service, supply a limited Geocoding API service key in this field, given server IP addresses. Otherwise leave this blank.
List the values used for default Google map colors. Hexadecimal values or CSS color names should be separated by commas or semicolons.
Enables/Disables the Gauge Wizard from the Insert
menu (v2021.1+). Set to False to disable users from creating or editing gauges.
List the values used for default gauge colors. Hexadecimal values or CSS color names should be separated by commas (or semicolons).
Enables/Disables working with document templates. Set to False to disable users from using the Document Template menu.
Set to True to allow users to upload document template files from their local computer. Set to False to prevent users from uploading Document Templates.
Enables/Disables the Linked Report
Enables/Disables the Fields tab in the Linked Report dialog.
Enables/Disables the Formula tab in the Linked Report dialog.
Enables/Disables the Linked Action Event
Enable/disable the AutoSum
Enables/Disables Image from the Insert
menu (v2021.1+). Set to False to disable users from inserting images.
Enables/Disables the Joins menu under Advanced. Set to False to disable users from modifying joins.
Enables/Disables additional options in the Joins menu. Set to True to enable advanced users to create, delete, and modify joins.
Select whether to show complex join options in the report Joins menu.
Data Object aliasing allows users to add categories multiple times on the same report. This may be necessary for some advanced join operations.
Enables/Disables the Events item under Advanced. Set to True to allow users to apply Server Event Handlers in the report. See Server Events for more information.
Enables/Disables the Parameters item under Advanced. Set to True to allow users to view system-parameters and define their own report-level parameters for use within reports. See Advanced Options for more information.
Enables/Disables the Show SQL menu under Advanced . Set to True to allow users to view the SQL that will be sent to the data sources upon execution. See Advanced Options for more information.
Specify where to display drilldowns for linked reports.
Enables/disables users to create groups on non-sort formulas.
Note
Grouping on non-sort formulas is deprecated and unsupported.
Allow end-users to write custom SQL objects at the report level.
Warning
Carefully review the Report Level SQL article before enabling.
When Allow Creation of Custom SQL Objects is enabled, enter the data sources to exclude from Report-Level SQL. Write each data source in double quotation marks (“), and separate sources by a comma (,). Example: "Northwind","AdventureWorks"
.
These settings only apply to the Dashboard designer. If Allow Creation/Editing of Dashboards is false these settings will be ignored.
Default setting indicating whether to prompt the user for filter and/or parameter values when executing a dashboard. The option can be overridden on an individual dashboard in the Options menu.
In the Dashboard Designer, enable/disable automatically loading data into the tiles, requiring the end user to manually refresh the tile in order to see any data in it.
When True, reports and visualization tiles will automatically load data when the Dashboard Designer is first opened, and whenever changes are made to the Dashboard or the tiles on the canvas. This is the pre-v2021.1 behavior.
When False, reports and visualization tiles will display placeholder data until either the Refresh
This functionality is referred to as the Refresh Reminder feature in the Dashboards documentation. When False, the default value, tiles do not automatically load and therefore the Refresh Reminder feature is enabled.
Display/Hide the URL item in the New Tile Menu of the Dashboard Designer. When False, users will not be able to add URL tiles to the Dasboard canvas.
Display/Hide the Visualization item in the New Tile Menu and Tile Properties Pane of the Dashboard Designer.
Set to True to disable the refresh hourglass animation for timed automatic dashboard reloads.
Specifies the minimum width a tile will be drawn when Dashboard Reflow is enabled. Please see the Canvas section of the Dashboard Designer article for more information.
Specifies the minimum window size where Dashboard Reflow will begin to take effect. Please see the Canvas section of the Dashboard Designer article for more information.
Specifies a default font for reports created in the Express Report Wizard, Advanced Report Designer and Dashboard Designer. This setting can be overridden on a per-report basis.
End-users must have the selected font installed locally in order to display. Otherwise, Exago will default to Sans Serif.
Specifies a default font size for reports created in the Express Report Wizard, Advanced Report Designer, and Dashboard Designer. This setting can be overridden on a per-report basis. Does not apply to CrossTabs.
Enables/Disables the Help
Specifies the URL that contains custom context-sensitive help content. See Custom Context Sensitive Help for more details.
Set to True to open PDF reports in an Exago tab. Set to False to prompt the user to download the PDF.
Set to True if Internet Explorer is not automatically prompting users to download PDF, XLS, RTF or CSV export files.
Enables/Disables any Data Fields that are used as Unique Keys or Joins. Set to False to hide all unique key and join Data Fields from users. To hide specific Data Fields see Column Metadata.
Sets the default output to show grid lines or not. This can be overriden on a per-report basis.
Sets the style of tooltips to display. If True, enhanced tooltips which support HTML will be displayed. If False, standard browser tooltips will be shown.
Set to False to disable automatic saving of reports when executing from the Report Designer.
Set to False to disable automatic saving of reports when finish button is pressed in a wizard.
Set to False to disable right click menus.
Set to False to disable the dragging of reports and folders in the Report Tree.
Set to True to enable users to upload and download report files by right clicking on folders and reports. Default value is False.
Set to False to disable Interactive Report Viewer capabilities, including: changing column width, styling output, and interactive filters.
Specify if Report Viewer should display paging, search, and export options.
Set to True to have the Interactive Dock opened by default when a report is executed in the Report Viewer.
Specify if the Interactive Dock should appear on the left or right of the Report Viewer. The default value is is Left pre-v2021.1.5 or Right v2021.1.5+
Set to False to prevent users from saving changes to a report made in the Report Viewer back to the original report design. This effectively removes the Save Changes To This Report and Save Changes to New Report options in the Report Viewer.
Specify the maximum allowed fields in a CrossTab header or tabulation source. Note that adding a large number of data fields to a CrossTab will significantly increase the execution time of the report.
Set to True to se SVG icons instead of the default PNG icons in user interface elements. SVG icons look nicer on high-pixel density screens, but they may not be compatible with some web browsers.
When using a custom application theme, this setting should be set to True.
Choose from a selection of available user interface themes, or choose Create New Application Theme… to create a new theme. See Application Themes for more information.
After choosing a theme, users should clear their browser cache and refresh the user interface in order for the theme change to take effect.
Click the
Depending on the number of the themes available and the number of changes made between versions, this operation may take a minute or so to complete.
Note
The context-sensitive help will not be affected by the theme selection.
Enables/Disables the data field search tools in the Data Fields Pane of the ExpressView, Advanced Report and Dashboard Designers.
Note
We highly recommend setting Column Metadata, and setting Schema Access Type to Metadata for all available objects, before enabling this feature.