MicroStrategy ONE

Formatting a document for printing

PDF View displays the document as it will look when it is printed (for example, with page breaks). Before switching to PDF View, you should configure various settings that control how the document is displayed and printed. This ensures that the end result (the printed document) appears as you want it to. These settings include:

  • Pagination: You can control when a new page should start and when page numbering restarts. For details and instructions, see Adding page breaks to documents and Adding page numbers to documents.

  • Page setup options: You can control the display and printing of page margins, paper size, orientation (landscape or portrait), and scaling. For details and instructions, see Modifying page setup options.

  • Horizontal overflow: You can specify whether controls that extend beyond the width of a single page are printed on the next sheet of paper (the default setting) or on the same page. For more information, including examples, see Controlling horizontal overflow.

  • Font embedding: You can ensure that the fonts selected in the Document Editor are used to display and print the PDF, even on machines that do not have the original fonts installed. For more information, including instructions, see Embedding fonts in PDFs.

  • Graph resolution: You can use bitmaps instead of vector graphs. Vector graphs are smaller than bitmaps and therefore reduce the size of the PDF, while still providing good quality printed graphs. Bitmaps allow background patterns, rectangular gradients, texture backgrounds, and picture backgrounds. If the PDF uses bitmaps, you can also select whether to use draft quality, which uses a lower resolution to reduce the size of the PDF. For more information, including instructions, see Changing the graph resolution in PDFs.

  • Bookmarks: You create bookmarks in the PDF, to allow quick access to specific areas of the file. You can specify that the bookmarks are hidden when the PDF opens, to maximize the amount of space for the document. The user can then display and use the bookmarks. For more information on bookmarks, including examples and instructions, see Including bookmarks in PDFs.

    Bookmarks cannot be created if the document is not grouped. For information on grouping a document, see Grouping records in a document.

  • Table of contents: You can create an interactive table of contents as the first page of the PDF. For more information on tables of contents, including examples and instructions, see Including interactive tables of contents in PDFs.

    A table of contents can be created only if a document has multiple layouts and/or is grouped.

After you switch to PDF View (for instructions, see Opening and interacting with a document in PDF View, you can then refine the document to ensure that it looks exactly the way that you want it. For example, you can resize or move controls as needed. For instructions, see Arranging controls on a document. For instructions to print a document, see Printing documents.

You can open the document as a PDF in a separate window, which allows you to edit the document while referring to a copy as it will display as a PDF. For instructions, see Opening PDFs in separate windows: Exporting documents as PDFs.