Citibank ® Custom Reporting System User Guide

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Citibank Custom Reporting System User Guide | Use the Report Viewer Toolbar Use the Report Viewer Toolbar (Cont’d) Data Menu Data Menu Item Toolbar Icon Function Swap Rows and Columns Add Report Objects (Same as Object Browser) Add View Filter Condition Sort Drill Swaps rows to columns, and columns to rows. Place the Object Browser to the left of the report in the viewer. The Object Browser allows you to add, remove or hide report objects on a report. Add additional filters to a report. A drop-down list containing all report objects in the View Filter section is visible. Sort the order in which rows display. Drill down to detail within a report value. For example, right click on a merchant’s name to drill down to the transaction detail for the selected merchant. Filter on Selections N/A Select specific values within the report on which to filter. Reset Data N/A Reset all changes made to a report to the original values displayed at the point the report was initially run. Refresh Refresh the screen and load the requested data. Re-prompt Insert New Metric Change the prompt values and re-run the report. Create a new metric. A new metric can only be created using existing metrics on a report. 23
Citibank Custom Reporting System User Guide | Use the Report Viewer Toolbar Use the Report Viewer Toolbar (Cont’d) Data Menu Item Toolbar Icon Function Rename/Edit Object N/A Display a pop-up window that allows you to rename the column headers. Renaming the column header does not change the name of the attribute in other reports. Show Totals Edit Total Display and hide report totals, if totals are active on a report. Determine what totals display on a report from the available report metrics. 24
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Citibank ® Custom Reporting System User Guide

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