MicroStrategy ONE

Formatting a document for exporting or printing

You can 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 steps, see Adding page breaks and numbering pages.

  • Page setup options: You can control the display and printing of page margins, paper size, orientation (landscape or portrait), and scaling. For details and steps, 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 examples and steps, 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 details and steps, see Embedding fonts in PDFs.

  • Graph resolution: You can use bitmaps or 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 details and steps, see Changing graph resolution in PDFs.

  • Bookmarks: You can 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 examples and steps, see Including or hiding 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 examples and steps, 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. For more information on multi-layout documents, see Creating multi-layout documents. For information on grouping a document, see Grouping records in a document.

After you set up a document to be exported or printed successfully as a PDF, you can then refine the location or size of controls on the document to ensure that it looks exactly the way that you want it. For steps, see Arranging controls on a document.