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Set preferences

You can customize ArcGIS Community Analyst by setting preferences for the application, workflows, and reports and infographics. Save your settings and refresh the application to apply them. Administrators can set preferences for the entire organization. The most recently saved change for any preference, whether set by you or the administrator, is reflected as your current setting.

Set app preferences

You can set preferences for the general appearance and functionality of the app, as well as for the guided tours and projects.

  1. On the top ribbon, click Preferences Preferences.

    The Preferences window opens.

  2. Expand the General section and click Settings. Do any of the following:
    • Use the Default country drop-down menu to choose the preferred country for use in the app. If there is more than one data source for the chosen country, use the Data source drop-down menu to specify the source.
    • Use the Default units drop-down menu to choose miles or kilometers.
    • Use the Default basemap drop-down menu to choose a basemap.
    • Use the Location Pin Symbol drop-down menu to choose or upload the preferred symbol for point locations on the map.
    • In the Points of Interest Data Source section, use the Select data source drop-down menu to choose a source for use in Points of Interest Search, Void Analysis, and nearby locations when building reports.
      Note:

      The Points of Interest Data Source preference is only available for countries with more than one points of interest data source option.

    • In the Default Map Location section, provide an address in the Zoom to location field or pan and zoom the map in the Location Preview window to set a preferred map extent for when the app opens.
  3. In the General section, click Guided Tours. Use the Always show tips check box to turn expanded tips on or off when using guided tours. Click Reset All Tours to reset your progress in guided tours and start again from the beginning.

    This option resets all guided tours. You will also lose all points and badges earned so far. This action cannot be undone.

  4. In the General section, click Projects. See Create and use projects for project preference instructions.
  5. Expand the Maps section, expand the Map Details section, and click Boundaries.

    You can set preferences for the borders and labels that appear on your map for geographic areas. These will vary depending on the country or area you've selected. Do the following:

    1. Click a geographic area.
    2. In the Labels section, use the color swatch and text formatting drop-down menus to set the preferred text appearance.
    3. In the Borders section, use the color swatch, Transparency slider, and Thickness drop-down menu to set the preferred border appearance.
  6. In the Map Details section, click Map Legend. Use the Open the map legend by default check box to turn the map legend on or off.
  7. Optionally, restore the default settings for any section by clicking Restore Defaults. To save your changes, click Save or, optionally, click Save and Close to close the Preferences window. To view your changes, refresh the app.

Set workflow preferences

You can set preferences for specific functionalities and workflows in ArcGIS Community Analyst. For settings available in the Preferences window, refer to the tables below.

Add Data

Learn more about workflow-specific preferences using the following links:

Web Maps and Layers

Specify preferences for the Web Maps and Layers window by adding another organization that appears in the Choose source organization drop-down menu.

Import File

Specify preferences for the colors and symbology of imported points and polygons.

Custom Data Setup

Turn the workflow intro page on or off and decide whether to show warning messages when custom data is accessed from multiple sources.

Create Maps

Learn more about workflow-specific preferences using the following links:

Color-Coded Maps

Set color, transparency, and border preferences for the map and choose preferences for data breaks.

Smart Map Search

Turn the workflow intro page on or off and set preferences for overlay transparency and color.

Points of Interest Search

Choose a symbol for search results and turn industry descriptions on or off.

Define Areas

Learn more about workflow-specific preferences using the following links:

Find Location

Specify preferences for the appearance of sites on the map, as well as values and settings for rings, drive times, and walk times.

Select Geography

Specify preferences for the appearance of sites on the map.

Draw Polygon

Specify preferences for the appearance of sites on the map.

Run Analysis

Learn more about workflow-specific preferences using the following links:

Suitability Analysis

Turn the workflow intro page on or off, set color defaults, and adjust the point layer influence to be positive or negative.

Void Analysis

Turn the workflow intro page on or off, set calculation preferences for the reference area, and style the analysis and reference areas.

Threshold Areas

Specify preferences for the threshold variable, threshold values, threshold type, map styling for rings and drive times, and other settings.

Share Results

Learn more about workflow-specific preferences using the following links:

Story Map

Turn the workflow intro page on or off.

Dashboard

Turn the workflow intro page on or off.

Set reports and infographics preferences

You can set preferences for building and running reports and infographics in ArcGIS Community Analyst. For settings available in the Preferences window, refer to the tables below.

Overall Settings

Learn more about overall report and infographic preferences using the following links:

Settings

Edit classic Esri report subtitle and specify preferences for intro pages and dialog boxes when running and building reports.

Logo

Add and preview logo images to appear on classic Esri reports.

Nearby Locations

For reports, set symbol preference and maximum number of locations. For infographics, set symbol preference, maximum number of locations in tables, and other Nearby Location table preferences.

Infographics

Learn more about infographic preferences using the following links:

Run Infographics

Select the infographic to display in the site menu, set default display preferences, and set other infographic preferences.

Export Infographics

Set preferences for exporting infographics to PDF and image, HTML, Excel, and for batches of infographics.

Build Infographics

Select units of measurement used when building infographics.

Comparison Geographies

Set color and label font preferences for display of comparison geographies in infographics.

Interesting Facts

Set preferences for the comparison geography, tables, word clouds, and threshold values when running Interesting Facts infographic panels.

Classic Reports

Learn more about classic report preferences using the following link:

Classic Reports

Select the report to display in the site menu and set preferences for batch exporting, all-in-one reports, and data aggregation.

Comparison Reports

Learn more about comparison report preferences using the following link:

Comparison Reports

Specify preferences for the colors used to depict comparisons and the geography levels compared.

Favorites

Learn more about favorite reports preferences using the following link:

Favorites

Select classic Esri reports as favorites, specify the preferred report format, and edit favorites list.