Report Services Document Analysis Guide - MicroStrategy

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2 Analyzing Documents in Desktop Report Services Document Analysis Guide • Save the Flash file, by clicking Save. Name and save the file. Do not change the file type. You are returned to the Document Editor. To activate the links in the document, if the document is exported to an MHT file, end users must add the folder containing the stand-alone Flash document to the list of Trusted locations in the Adobe Flash Player Settings Manager. Exporting a document to a PDF file Export a document to a PDF, so that you can distribute the MicroStrategy data in PDF format. PDF format retains the data structure and formatting of the document, so that the document still looks professional. The clarity and ease of analysis is preserved as well. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle. PDF files also allow you to send the data in the easiest possible way, by emailing it, while retaining the structure and formatting of the document. For example, you send out monthly updates about your company's financial data to a group of shareholders. Emailing the PDF of the document means that the shareholders receive a professionally formatted document with clean, clear information every time, without extra work from the document designer or administrator. If you set up subscriptions, the PDF is sent automatically on the correct day of the month. (For information on subscriptions, see Subscribing to documents using MicroStrategy Distribution Services, page 128.) Exporting a multi-layout document to a PDF file A multi-layout document contains multiple documents, each in its own layout, but the layouts are generated into a single PDF document. If a document contains multiple layouts, tabs are displayed at the top of the screen in PDF View. (See Layouts, page 23 for a further description and example.) When you export a multi-layout document to a PDF file, each layout starts on a new page. You can instead choose to export only the current layout, instead of all layouts. (The current layout is the layout selected in PDF View.) If the PDF will be viewed on a Kindle or Nook, you should expand all layouts so that the Kindle or Nook user can view all the data. 36 Exporting documents © 2012 MicroStrategy, Inc.
Report Services Document Analysis Guide Analyzing Documents in Desktop 2 By default, the layouts are displayed as bookmarks, whether you export all layouts or only the current layout. The document designer may have chosen to not create the bookmarks, however. To export a document to a PDF file 1 In Desktop, double-click the document name or icon. The document opens in PDF View, in Acrobat Reader. 2 Click the Export to PDF icon in the toolbar. The Export to PDF dialog box opens. Note the following: • If the Export to PDF icon is unavailable, PDF exporting has not been made available for this document. • If the Export to PDF dialog box is not displayed, you do not need to complete the remaining steps of this procedure. The PDF opens immediately. 3 If your document contains multiple layouts (see Layouts, page 23 for a description of layouts), you can choose to export the entire document or only the current layout. • To export the entire document, select All layouts. Each layout will start on a new page. If your document will be displayed on a Kindle or Nook, export all layouts, so that Kindle and Nook users can view all the data. • To export the current layout only, select Current layout. 4 If your document is grouped (see Grouping documents to create pages of data, page 22 for a description of groups and pages), you can choose to export the entire document or only the selected group element to PDF. Page-by allows you to view the PDF by a selected group element. • To export the entire document, select the Expand page-by check box. If your document will be displayed on a Kindle or Nook, expand page-by, so that Kindle and Nook users can view all the data. • To export only the selected group element, clear the Expand page-by check box. 5 Click OK. The PDF opens in another instance of the Acrobat Reader. © 2012 MicroStrategy, Inc. Exporting documents 37
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Report Services Document Analysis Guide - MicroStrategy

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