System Defaults
System Defaults define the default values that apply to all users and reports when no user-specific or report-specific defaults are set.
Default Priority
When processing a report, B2Output applies defaults in the following order:
- User Defaults - Settings saved by the individual user for the specific report
- Report Defaults - Settings configured for the specific report
- System Defaults - Global default settings (configured here)
Format Defaults
Default Format
Set the default output format for new reports:
| Format | Description |
|---|---|
| Excel | Microsoft Excel format (.xlsx) |
| Word | Microsoft Word format (.docx) |
| Portable Document Format | |
| Text | Plain text format |
| HTML | Web page format |
| XML | Structured data format |
Default Mode
Set the default conversion mode:
| Mode | Description |
|---|---|
| As-Is | Preserve original report layout |
| Designer | Apply custom design |
| Native Format | Use native font definitions |
| Plain Text | Simple text conversion |
Action Defaults
Default Actions
Configure which actions are enabled by default:
- Launch - Open the file after conversion
- Download - Download to browser
- Email - Send via email
- Print - Print to default printer
- Archive - Save to archive location
Default Destinations
Set default destinations for each action type:
| Action | Default Setting |
|---|---|
| Default recipients, CC, BCC | |
| Default printer selection | |
| Archive | Default archive path |
Styling Defaults
Document Settings
| Setting | Options |
|---|---|
| Font Size | Default font size for output |
| Orientation | Portrait or Landscape |
| Paper Size | Letter, A4, Legal, etc. |
| Margins | Top, Bottom, Left, Right margins |
Logo and Branding
- Default Logo - Logo to apply to documents
- Header/Footer - Default header and footer content