NetResults Tracker Help |
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User Preferences | | | |
Topics Covered In This Section
Default Preferences for New Users
A set of preferences can be applied by default to a user
account that is added to the workgroup. Each user can modify his
or her own preferences in the
Preferences
section.
There are different preferences available depending on the
user's license type (Static / Floating or Restricted).
To modify the default preferences for new users:
- Login to the
workgroup
as Admin
- Click on the Admin icon
- Click on the User Preferences link
- Select the User License Type, then click on the
Continue button
- Set the preferences (each option is described in detail below)
- Click Update to save your selections or click
Update & Push to Selected User Groups to push
some or all of the user preference settings to some or all user
groups. The Push User Preferences section
has more information about this operation.
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Report Settings
- Maximum Records per Page - This option restricts the maximum number of records
to be displayed in the results of Home and Query reports.
The default is 20 records per page. The maximum value for
this setting is 100 records per page.
- First, Second, and Third Home Page Reports - These options specify the saved queries or charts which will be
displayed on the Home Page by default.
In most cases, the saved query Assigned To Me [Users] is selected for
the First Home Page Report by default, which will display all records assigned
to the login user and the saved query
Reported By Me [Users] is selected for the Second Home Page Report,
which will display all records created by the login user.
<No Report> is selected for the Third Home Page Report
by default. If you do not want a report displayed for the First, Second or Third reports, select the option
<No Report>. If this option is selected for all 3 Home Page reports,
the following message will be displayed on the Home Page:
"No Home Page Reports are configured. If you would like a report to appear
here, click the Preferences link above, select one or more Home Page Reports, and click OK."
When setting the preferences for Static / Floating users, all
saved queries and charts for the [Users] group within your database will appear in the pulldowns for
the Home Page reports.
When setting the preferences for Restricted users, saved queries and charts for the
[RestrictedUsers] group will be available. Saved charts
cannot be selected for the Home Page reports for Restricted users.
To modify saved queries, please see the section
Using Saved Queries & Reports. To modify saved charts, please review the
section Metrics section.
- Chart Width x Height - Enter the width and height that should be used to display a saved
chart on the Home Page. 700 x 300 is entered by default.
This option is available for Static / Floating users only.
- Display Report User Groups in Home Page - Checking the box for this option will display the user name in
brackets after the report name for group saved reports in the
pulldown for each Home Page report. For example, the
"Assigned to Me" report will be displayed as "Assigned to Me [Users]"
in the pulldown for each Home Page report when this option is enabled.
For Restricted users or users that only belong to one or two groups,
it is recommended that this option be disabled (unchecked).
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Help Settings
- Display Field Help - Check the box to display the Field Help. Depending on what is configured by
your Tracker Administrator, the field help can appear as small text above the
field, below the field, or as a yellow question
mark next to the name of the fields on the Add, Task, and Edit
pages. When the Field Help icon is displayed, you can move your cursor
over this icon to get an explanation about the field.
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Date Settings
The following settings govern the way date and time fields
are displayed for users by default.
- Date Format - Select a format for the Date from the pulldown menu. The format that you
choose will be used to display fields that contain date information
within Tracker.
- Time Format - Select a format for the time from the pulldown menu. The format that you
choose will be used to display all fields that contain time information
within Tracker. Choosing 12 hour for the time format will display
times followed by AM or PM to denote the appropriate 12 hour period, such as
02:05:38 PM. Choosing 24 hour as the time format will display times
without the AM or PM designation, such as 14:05:38.
- Time Zone - The time zone selected will be used for all data in the workgroup.
The time zone you select for this option will also be used as the
default for new users. To see a complete list of time zones available,
please refer to Windows Time Zones Help section.
- Adjust to Daylight Saving Time (DST) - Checking the box here will enable the system to adjust the workgroup
data to account for daylight saving time. If you selected a
time zone for the workgroup where daylight saving time is observed,
it is recommended that you enable this option.
- Exclude Time From Reports - Check this box if you wish to have Tracker
display date information in the reports on the History, Home
and Query pages without the time information included.
Enabling this preference will also exclude the time information
from History, Home and Query reports when they are exported or printed.
Enabling this preference does not change how report results are sorted
when a date field is selected as one of the "Sort By" fields. When
a date field is selected as one of the Sort By fields, the time
information is still used for sorting the results even though the time
information is not displayed in the report results.
- First Day of the Week - Select the day of the week that you want to be displayed in the
first column when using the calendar feature for date fields.
- Business Days - Check the boxes to the left of the days of the week that
should be considered business days by Tracker.
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Export Settings
The following preferences are used when report data is exported
from the Tracker Home, Query, and Metrics pages. Data is
exported as a CSV (comma separated values) file. However, because there
is no firm definition of a CSV standard, you may need to modify some
export parameters to allow use of the exported data by
other applications (spreadsheet, database, etc.). Tracker
and your Tracker Administrator have set these values to
defaults that should work in most environments. So in most cases, you
should not need to change these settings. If you have an application
that is not importing the data correctly, review the information below.
- Field Separator - Choose one of the options to be used as the separator between the fields
(values) of a report that is being exported.
The available options are Comma, Semicolon, and Tab. If you are exporting
English language (or Latin1) data in the United States, you should use Comma.
If you are exporting English language (or Latin1) data in a country that uses
a Comma in floating point numbers to separate the whole number from the
fractional part (e.g. 45,125 for 45 and one eighth), you may need to set this
to Semicolon. If workgroup has been configured
to use the Unicode (UTF-8) character set for multi-language support, Tab will
generally work best in most applications.
- Row Separator - Choose one of the options to be used as the separator between the rows (lines)
of a report that is being exported. The options are Carriage Return &
Line Feed (Windows), Carriage Return (Mac OS), and Line Feed
(Unix). Choose the appropriate option for the operating system that most of your
users will are using on their desktop (the one running the web browser they are using).
Users that are running a different operating system than the one selected in these
preferences will need to change this option in their personal
Preferences section which can be
reached by clicking on the Preferences link in the Home Page.
- File Extension - Choose one of the options to be used as the file extension when saving the
file containing the exported data. The options are csv, txt, and
No Extension. For English language (or Latin1) data, this should be set to
csv. For Unicode (UTF-8, multi-language) data this should be set to txt.
However, you can also choose No Extension if you wish to create a file
without a file extension (without .csv or .txt at the end).
Note: When exporting data from a UTF-8 workgroup using the recommended
settings listed above, misalignment of the data can occur when viewing the exported
data in Excel if the file is not first saved to disk and then opened in one
of the two ways listed below. Unfortunately, the default file open in Excel does
not properly store multiple line text (as there may be in Tracker TextArea
fields) in a single cell. Instead, it puts each line in its own cell which results
in misalignment of the fields in the spreadsheet.
For UTF-8 data exported with Field Separator set to Tab,
Row Separator set to Carriage Return & Line Feed, and
File Extension set to txt, you can get Excel to properly place multiple line
data in a single cell using one of the two operations below.
- From Windows Explorer, select the file to be opened.
- Right-click on the file and select Open With->Microsoft Excel.
OR
- From Excel, select File->Open.
- Locate and select the file that you want from the list (the file you
created when you exported the data from Tracker).
- Hold down the SHIFT key on your keyboard, and then click the Open button
(if you do not hold down the SHIFT key, the file may not be processed
correctly).
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Query Page Pulldown Settings
- Enforce Dependencies - This option determines whether the
dependent relationships
between pulldown fields
configured in this workgroup will
be enforced when using the Query operations.
Checking the box for this option will enforce the dependencies.
This option cannot be enabled if you have the option Include
Obsolete Items enabled.
This preference can only be set for Static / Floating users.
- Include Obsolete Items - This option determines whether the any option menu items that have been
marked as obsolete
are available in pulldowns so that they can be selected as
search criteria on the Query Page.
Checking the box for this option will include obsolete option menu items
in the pulldowns on the Query Page. This option cannot be enabled if you
have the option Enforce Dependencies
enabled. This preference can only be set for Static / Floating users.
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Multi-Line Field Settings
- Display Window - Select the maximum number of lines that should be displayed when
viewing the text within a TextArea field. By default, this will
be set to 5 lines. If the contents of a TextArea field extend beyond the
number of lines set in this preference, the user will have the ability to scroll to
see the complete contents of the field. If the user is using Internet Explorer
or Firefox as
the browser, the option to expand the window to see the complete
contents by clicking on the "+" will be available.
The "-" icon is available for collapsing the contents to the original field size.
- Fully Expand on View Page - Checking the box for this option will automatically expand the window
for all TextArea fields on the View Page so that all contents of the field
will be visible without having to click on "+" icon. The window
will be fully expanded irrespective of the setting for
the Display Window option.
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Discussion Settings
These preferences apply to the Discussion feature and will only be visible if this feature has been licensed.
These preferences are only available for Static / Floating users.
- New Post Notification - This option determines when a user will be notified about discussions
via email. Selecting No Email indicates that a user should not receive
any email notification messages related to discussions. Selecting
Receive Email for each New Post indicates that a user will receive one
email message for each new post in a discussion to which he / she
is subscribed.
Selecting Receive Email for the first New Post to each Thread indicates
that the user will receive one
email for the first new post made to a discussion thread to which he / she is subscribed.
Once the user browses to the message list of the thread, the next new post made
to the thread will trigger another email to be sent to the user.
- Invitation Notification by Email - This option determines whether a user should receive an email
message when he / she has been invited to participate in a discussion initiated for
a particular record. Selecting Yes indicates that the user should receive an
email invitation for each new discussion.
- Message Display Window - Enter the number of lines of text you wish to see when displaying a
message within a discussion. If the contents of a Discussion message
extend beyond the
number of lines set in this preference, the user will have the ability to scroll to
see the complete contents of the message. If the user is using Internet Explorer or Firefox as
the browser, the option to expand the window to see the complete
contents by clicking on the "+" will be available.
The "-" icon is available for collapsing the contents to the original field size.
The default setting is 5 lines of text.
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Push User Preferences to Selected User Groups
The default user preferences can be applied to some or all user groups
using the Update & Push to Selected User Groups operation that is
available after updating the default user preferences.
NOTE: You may wish to make a
backup of your database
prior to performing this operation as this operation cannot be undone.
To push the default preferences to selected user groups:
- Login to the
workgroup
as Admin
- Click on the Admin icon
- Click on the User Preferences link
- Select the User License Type, then click on the
Continue button
- Set the preferences as desired
- Click the
Update & Push to Selected User Groups button
- Select the user groups In the Standard / Restricted User Groups field
that should have the default preferences applied
(Standard or Restricted user groups will be displayed based on the
user license type you selected after clicking on the User Preferences link).
To select multiple user groups, hold down the Ctrl button on your keyboard
while clicking on the desired user groups.
Click All if you wish to select all user groups. Click None if
you wish to de-select all user groups.
- By default all user preferences will be checked (selected) to be applied to
the selected user groups. If you only wish to apply certain user preferences, UNcheck
the boxes for the preferences that should not be applied.
- Click OK to apply the selected user preferences to the selected user groups
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