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Set Preferences

Preferences allow you to create your settings for use throughout the application. Using the General, Maps, Organizations, and Reports tabs, you can set preferences for the various Business Analyst functions.

General tab

The General tab allows you to set defaults for settings. Settings include country option along with the option to show Guided Help. Web Maps and Layers provide options for adding and editing URLs for web maps.

Settings

You can set the country options and default basemap. You can set the default study location so when you log in your map will automatically default to the area specified in Preferences. To return to the default settings, click Restore Defaults and click Save.

Restore Defaults

  1. Select the country. The default is USA.
    Select the country
  2. Select the data source. Once selected, this data source will be used for the country.
    Select the data source
    Note:

    The data source is not available for all countries. This option only appears if the country you've selected has multiple data sources.

  3. Select the units. The default is Miles.
    Default units
  4. Select the basemap default. The default is Streets.
    Basemap default
    Note:

    If the basemap you've selected doesn't appear on the map, click Save and refresh the application.

  5. You can set the location that appears when the application opens. Enter an address in the Zoom to Location text box.
    Zoom to location

    To enable the location you've entered, you must refresh the application.

  6. You can set the default pin for rings, drive time and walk time. Use the Location Pin Symbol drop-down menu. See Set values.
    Set a default pin
  7. Click Save.

The Step-By-Step Guided Tours check box allows you to choose if the Step-by-Step Guided Tours appear when you log in.

Web Maps and Layers

This section allows you to set the default and custom URL for accessing Web Map and Layers. Web Maps and Layers provide access to web maps from ArcGIS Online. Web Maps and Layers can be turned off by unchecking the check box. When adding a new URL, you can change the default web map name, My Portal.

Add

Use to set up your Portal for ArcGIS URL to access your web maps and layers.

  1. In the Web Maps and Layers section, click Add.

    Note:

    You can click Edit and change the name ArcGIS but the default URL can't be changed.

    Add web map

    A new check box, portal name (the default name is My Portal) and URL text box appear.
    Add URL

  2. Enter the URL you want to use in the Specify URL text box and click Apply.

    Your new portal appears under the default portal.

    Edit my web map

  3. Click Save.

Edit

  1. In the Portal section, click Edit.
    Edit my web map
  2. Edit the portal name or the URL.
    Edit web map
  3. Click Apply.
  4. Click Save.

Projects

  1. Check the Show Projects page on start check box to display the All Projects dialog when you first log in. Uncheck it to skip the All Projects dialog upon login and reopen the most recently used project. Click Save.
  2. For Clear map when projects are switched:
    • Select Always to always clear the map of the current project content when switching to a different project.
    • Select Never to always retain the current project content on the map when switching to a different project.
    • Select Ask every time to be prompted to make this choice every time you switch to a different project.
  3. Check the Show Save Created Sites dialog for choosing layers check box to always see the Save create sites dialog when sites are created from imported points or polygons. Uncheck this checkbox to not see this dialog, and save created sites to the default layer.

Organization tab

The Organization tab allows you to customize the look of the application.

Note:

This capability is only available to users with an Administrator role.

To begin, you must first check the Customize the app theme check box.

  1. Select a different Theme color or optionally check the Use my ArcGIS organization’s shared theme color check box.
    Theme color
  2. Enter a different App title or optionally check the Use my ArcGIS organization’s name check box.
    App title
  3. Click Browse to select and upload an image to use as the App logo or optionally check the Use my ArcGIS organization’s thumbnail check box.
    App logo
Tip:

Learn more about how to configure your ArcGIS organization’s setting, including shared theme, organization name, and thumbnail.

The Preview section at the bottom will give you an indication of your changes. To apply your selections, you must save your changes and refresh the app.

Maps tab

The Maps tab in Preferences allows you to set default selections for functionalities within the application. These settings will be applied to the respective functionality and defaults can be restored by clicking Restore Defaults and Save.

Restore Defaults

Set values

You can create default settings for Find Location, Select Geography, Draw Polygon, Import File, Color-Coded Maps, Smart Map Search, Business and Facilities Search, and Suitability Analysis. The functionalities are similar for these features so you can find a description below.

Set values for rings, drive time and walk time

  1. You can set default setting for rings, drive time or walk time.
    Rings, Drive Time and Walk Time buttons
  2. Enter the values. This will be the default for the distances. The default is 1, 3 and 5. The distance type is set in Settings.
    Select values
    Tip:

    You can use non-whole numbers such as .1, .3 and .5 for rings and drive time. For example, you can set a drive time of .5 minutes. Using small ring sizes in dense urban areas like New York City, New York is useful while using them in sparsely populated areas provides results that may be hard to interpret.

  3. To use bands with rings, drive time and walk time, click the Use bands check box. Check to use bands
  4. Click Save.

Set values for fill, border and thickness

  1. To change the colors for fill and border, click the color picker and select a color. Continue to change all the colors you want to change.
    Change fill, border and thickness
  2. To change the transparency, use the Transparency slider.

    Slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.

    Uncheck the check box next to Fill or Border to remove the fill.

  3. To change the thickness, use the drop-down menu.
  4. Click Save.

Set values for Drive Time Options

You can set defaults for your drive time. These settings determine drive time options for Find Location, putting a pin on the map from the tool palette and Import File.

To set drive time defaults and traffic options, while in General > Maps > Find Location > Drive Time, click Show Drive Time Options. Show Drive Time Options.

  • Select your driving mode using the Driving Time drop-down menu. You can choose from:
    • Driving Time — Models the movement of cars and other similar small automobiles, such as pickup trucks, and finds solutions that optimize travel time. Travel obeys one-way roads, avoids illegal turns, and follows other rules that are specific to cars. Dynamic travel speeds based on traffic are used where it is available when you specify a start time.
    • Rural Driving Time — Models the movement of cars and other similar small automobiles, such as pickup trucks, and finds solutions that optimize travel time. Travel obeys one-way roads, avoids illegal turns, and follows other rules that are specific to cars, but does not discourage travel on unpaved roads. Dynamic travel speeds based on traffic are used where it is available when you specify a start time.
    • Trucking Time — Models basic truck travel by preferring designated truck routes and finds solutions that optimize travel time. Routes must obey one-way roads, avoid illegal turns, and so on.
  • Select traveling away or toward a facility.
  • Use Traffic allows you to select live traffic for your map and reports. Use Traffic is not accessible if Trucking Time is the selected driving mode. Using Live Traffic, you can set current live traffic or a later time with the scroll bar. Live traffic provides comprehensive street data with historical, live and predictive traffic information. Viewing traffic or performing analyses in areas with live traffic data can take into account changing traffic conditions based on current and past observations. Using Traffic based on typical conditions for allows you to select a day and time. To learn more, see Network Analysis Coverage.
    Note:

    Live traffic is not available for all countries.

Set values for color

The Color drop-down menu allows you to select from a palette of colors for viewing the results from the variable in your map.

  1. To change the default color, click the Color drop-down menu and the color choices appear.
    Change the colors
  2. Click the color ramp you want to view in your map.
  3. Click Save.

Set values for transparency

The Transparency slider allows you to change the transparency percentage of the map view. The default is 30 percent.

  1. To change the default transparency, hover the pointer over the transparency line and slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.
    Use slider to adjust transparency
  2. Click Save.

Set values for border

Border allows you to select the outline thickness of the selected geography. For example, if you've chosen Block Groups for your geography, the lines outlining your Block Groups will be the thickness selected in Border thickness.

  1. To change the border color, click the color picker and select a color. To change the border thickness, use the drop-down menu and click your choice.
    Change the border color and thickness
  2. Click Save.

Set values for breaks

Breaks allow you to select the number of breaks/ranges that appear on the map.

  1. To change the number of breaks, hover the pointer over the transparency arrow and slide it to the left to decrease the number of breaks or slide it to the right to increase the number of breaks.
    Use slider to adjust breaks
  2. Click Save.

Set values for method

Method allows you to define your classes. You can choose from Quantile, Natural breaks and Equal interval. Natural breaks is the default.

Quantile is useful for data that is evenly distributed and for which you want to emphasize the difference in relative position between geographies. Using the Quantile method, you have the same number of geographies in each range or class. For example, using the Quantile method to display Per Capita Income would result in an equal number of geographies in each class or value range.

Natural breaks is a method of manual data classification that seeks to partition data into classes based on natural groups in the data distribution. Natural breaks occur in the histogram at the low points of valleys. Breaks are assigned in the order of the size of the valleys, with the largest valley being assigned the first natural break.

Equal interval creates ranges (or classes) with equal spacing on number lines between the highest and lowest values of the variable. Equal interval is useful when you want to emphasize the difference in values among geographies on the map. For example, using Equal interval to display Per Capita Income results in few geographies having the color of the lower value range because Per Capita Income is skewed toward the lower value range.

  1. To change the default method, click the drop-down menu and click your choice.
    Select method
  2. Click Save.

Dialog and display options

The dialog and display options allow you to show and hide features in the application.

  1. In Smart Map Search, check the Show Smart Map Search Intro Page to display. Click Save.
  2. In Business and Facilities Search, check the Show Credit Use for exporting to Excel or sharing to ArcGIS Online to display. Check the Include industry descriptions in search results table to include the Industry Description column in the Business and Facilities Search results table.
  3. In Suitability analysis, check the Show Suitability Analysis Intro Page to display. Click Save.
  4. In Custom Data, check the Show Custom Data Intro Page to display. Click Save.

Boundaries

You can set defaults for the borders and labels that appear on your map. These will vary depending on the country you've selected in Settings.

  1. In General > Maps > Boundaries, click on the area to set defaults.
  2. Set the default for borders and labels.
  3. Click Save.

Reports tab

The Reports tab allows you to select the default settings for reports, logos and favorite reports. These settings will be applied to the respective functionality and defaults can be restored by clicking Restore Defaults and click Save.

Restore defaults

Settings

Settings allow you to select the default settings for your reports. You can select the report format, email options, report subtitle and dialogs.

Report Format

Report Format allows you to select the default setting for your reports including the email addresses for those you want to receive all-in-one PDF reports and the report subtitle. You can choose PDF or Excel. PDF is the default.

  1. To select the report format default, click the PDF or Excel button.
    PDF or Excel buttons
  2. Click Save.

Email Options

You can enter default email addresses for those you want to receive reports via email and set the default to generate all-in-one PDF reports and send them to your email address. Your email address is set by default according to your ArcGIS Online account.

  1. You can set the default to generate all-in-one PDF reports. Check the check box in Preferences and the check box will be checked by default in Run Reports.
  2. Enter the email addresses for those that you want to receive all-in-one PDF reports by default. Use only a semicolon to separate multiple email addresses.
    Subtitle for each report

Report Subtitle

Reports can be given a subtitle. There is a 45 character limit.

  1. To create a subtitle for reports, enter the subtitle in the Report subtitle text box.
    Enter a report subtitle
  2. Click Save.

Dialogs

The dialog boxes allow you to show and hide features in the application for reports. These are checked by default.

Check the Show Report Introductory Page check box to display the Report Introduction page under the Reports tab. Click Save.

Check the Show Build Report Introductory Page check box to display the Build Report Introduction page when you click on Build Reports under the Reports tab. Click Save.

Check the Show Custom PDF Map Report Ready Dialog check box to indicate when the custom map is ready. Click Save.

Detailed Data Aggregation

Check the Perform detailed data aggregation for larger areas check box to perform detailed aggregation for larger areas of up to a 300 mile radius when creating reports. It is recommended to leave this unchecked by default.

Note:

When checked, all sites will use the detailed data aggregation method.

Logo

The Logo tab allows you to upload a logo. Logos in BMP, GIF, PNG and JPG file formats can be uploaded with a limit of 1 MB. The recommended size of the logo image is 450 x 280 pixels or less.

Upload a logo

  1. Click Add Logo and browse to the file you want to import.
    Add Logo
  2. Select the image file and click Open on the Choose File to Upload dialog box.
  3. The logo appears in Available Logos.
  4. Click Save.

Delete a logo

  1. Hover the pointer over the logo that you want to delete and click the x in the red box.

    The Remove Logo dialog box appears.

  2. Click Yes to delete the logo or No if you don't want to delete the logo.
  3. Click Save.

Favorites

Favorites allow you to select your favorite reports indicated with a yellow star.

Favorites

Favorites allow you to set the report order and add more favorite reports. Favorite reports from Run Reports appear here.

To select the format of the report, use the Format drop-down menu.

Select report format

To delete a report, click the x in the Delete column.

Click to delete a report
The report will be deleted.

To add more reports to Preferences do the following:

  1. Click Add More.
    Add more reports
  2. In the Add More Favorite Reports dialog box, click the star for the report you want to add as a favorite.
  3. Use the drop-down menu to select the format.
  4. Click OK.
  5. You're returned to the Favorites dialog box in Preferences, click Save.

Infographics

You can set defaults and enable interactive experience and export options.

Use the Select the infographic to display in the site information popup window: dropdown to select an infographic to be displayed as the default. You can select an Esri infographic, an infographic shared with you, or one of your custom infographics.

Use Set default display: to set the default infographic view to full page or slide mode.

Use the Interactive experience options: checkbox to enable interactive experience for infographics.

Use Export infographic options: checkboxes to enable the following options when exporting infographics: Add header, Add data source, Add footer, Add interactive experience.