You can customize your preferences for the current warehouse by selecting Configure from the horizontal menu, and then Warehouse Preferences from the vertical menu. You can customize how you view, navigate, and format your windows and their content. After you finish changing your preferences, see Saving your Warehouse Preferences for information on how to save your warehouse preferences.
You can customize the following sets of preferences, as described in the tables below:
Preference |
Description |
---|---|
Startup Entry Point | Indicates what you want to view at startup. This is also what you view when you click HR Vision in the top left corner of the screen. |
Shut down auxiliary windows when logging off | Automatically closes all auxiliary HR Vision windows when you log off. |
Use formats when exporting data to Excel | Preserves the format of your data when exporting to Excel. |
Ignore case in employee profile searches | Determines whether employee profile searches will be case-sensitive. |
Display user prompts when opening a user prompted query | Determines whether user prompts will be displayed when you open a query that has user prompts specified. For more information about user prompts, see Creating user prompts. |
Preferred Organization Hierarchy Starting Level | Indicates the starting point for viewing reports and grouping data in the hierarchy. |
Default Report Format | Indicates which format you will use to display your reports. You can display your reports in HTML or PDF formats. |
Column ordering in table properties display | Indicates which order you want to use when you view the properties of a table. |
Preference |
Description |
---|---|
Display all pages in the current window | Disables launching of secondary windows in the interface. |
Display the menubar, toolbar, and location on auxiliary windows | Displays browser navigational tools on all windows that are associated with HR Vision. |
Enable left menu expand/collapse | Enables you to expand and collapse the vertical menu. |
Enable page items expand/collapse | Enables you to expand and collapse the lists on a page. |
Display page items initially explanded | Expands all lists on pages automatically at startup. |
Present record count when viewing employee profiles | Displays the total number of employee records in the lower left corner
of your browser window. ![]() |
Present record count when viewing tables | Displays (in the lower right corner of your browser) the total number of table records.
This option also enables you to go directly to the
end of the table by clicking the double arrow. For more information, see
Viewing Tables and Viewing a Query.![]() |
Display row numbers in table viewer | Displays the row numbers in a table. In the table viewer, this column is labeled Obs. |
Create queries in advanced mode | Determines that you want to use the advanced mode when you add calculated columns
to your queries. When you add calculated columns in the advanced mode, you are able to select
all of the functions and columns that are displayed. ![]() |
Menu Width in Pixels | Sets the width, in pixels, of the vertical menu. |
Number of rows shown in table viewer | Sets the number of table rows you want to display in the browser window. |
Number of rows shown in employee profile table viewer | Indicates how many rows you would like to display in the browser window. |
Number of users displayed on Manage User Attributes | Indicates how many users to display at a time when you select Manage User Attributes from the vertical menu. |
Preference |
Description |
---|---|
Numbers* | Sets the number of significant digits to display. |
Date | Sets how dates are displayed in the interface. |
Time | Sets how time is displayed in the interface. |
Date-Time | Sets how date-time values are displayed in the interface. |
Currency | Sets how monetary values are displayed in the interface. |
* For Numbers, you can apply a format only to columns that do not have formats specified in the metadata.
Option |
Description |
---|---|
Language to use for warehouse builds | This allows the columns labels in tables and the text in reports to display in the
language that you specify. If you select this item, you must refresh the report or table to see any changes.
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After you have made changes to the warehouse preferences, click