User Defaults are settings that allow users to customize and reuse preferences and values throughout the application. This includes options like email templates, database login credentials, and more.
Options - User Defaults
By utilizing User Defaults, users can streamline their workflow and ensure consistency in their tasks. Here is a step-by-step guide on how to access and set up User Defaults within the application.
Step1: Navigate to Options.
Step 2: Select User Defaults.
Upon accessing the User Defaults window in ATRS, users will be presented with three tabs: Messaging Defaults, Database Defaults, and Miscellaneous.
Messaging Defaults
Step 3: Messaging Defaults (Optional)
Within the Messaging Defaults tab, you have the option to create a standard email message or signature. This allows you to use the same message and signature for your scheduled reports, making it easier to maintain consistency in your communications.
- To establish a default Email Subject, Email Message, or Email Signature, just input the text you want to use in the corresponding field.
- To set a default Attachment, click (...) button and select the appropriate file. Then, click Open.
How to use Messaging Defaults?
Once you have set Messaging Defaults in the Options window, they can be used in the email output of your schedule. Defaults are applied on a schedule by schedule basis by using the User Defaults inserts on the Email Destination window.
To use the Messaging Defaults inserts, perform the following:
- In your email output section, go to User Defaults in the Inserts Menu.
- Drag and drop the default item to the appropriate field.
For each schedule, you can overwrite the default email text and enter your own. For more information on how to do this, see the Export to Email page.
Database Defaults
Step 4: Setting up Database Defaults
If your reports all connect to the same database, you can input and save the database credentials in this section. Simply enter a User ID and Password to avoid repetitive data entry for each schedule.
Miscellaneous
Step 5: Customize Miscellaneous Defaults like Default Report Location and Default Date Stamp here.
- Default Report Location: When a path is entered here, ATRS will always take you to this folder when you are browsing for a report.
- Default Date Stamp: This will be what is used when you select to append a date/time stamp of a report destination. If this field has a value, this default format will be prefilled when it is selected, saving you from having to select a format each time you write a schedule.
Step 6: After configuring the Messaging Defaults, make sure to click on the Apply button to save your changes.
Step 7: To exit Options Menu, click Ok. Alternatively select any other Options menu item.
