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Citibank ® Custom Reporting System User Guide

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<strong>Citibank</strong> <strong>Custom</strong> <strong>Reporting</strong> <strong>System</strong> <strong>User</strong> <strong>Guide</strong> | Edit a Report from the Report Viewer<br />

Edit a Report from the Report Viewer (Cont’d)<br />

Step-by-Step Instructions<br />

To Add Objects to a Report Using the Object Browser in the Report Viewer:<br />

Step<br />

Action<br />

1. From the Report Viewer toolbar, click the Object Browser icon, or from the View menu,<br />

click Object Browser.<br />

The Object Browser displays to the left of the grid display and the Report Objects tab is<br />

active.<br />

Note: The Report Objects tab displays the fields currently on the report. Fields can be<br />

hidden by removing them from the grid display or removed by removing them from the<br />

report. Objects that appear bold have been removed from the grid display and objects<br />

that appear grayed out are included in the grid display.<br />

2. Click the All Objects tab.<br />

The All Objects tab is now active.<br />

Note: The All Objects tab allows you to select from a list of objects that are available<br />

to be added to the grid report.<br />

3. Click your cursor in the Find field.<br />

The Find field is active.<br />

4. Type the desired object name in the text box and click the Find button.<br />

The results display in the Object Browser based on the criteria entered.<br />

Note: The Data Dictionary provides a listing of all attributes, metrics, filters and<br />

prompts currently available. The guide is organized in sections that correspond to<br />

the object types (attributes, metrics, filters and prompts) that appear in the Object<br />

Browser.<br />

5. Click and drag the desired report object from the Object Browser to the report grid.<br />

The report re-processes and displays the newly added values.<br />

Note: A yellow vertical highlight indicates the column placement of the object. A yellow<br />

horizontal highlight indicates the row placement of the object. Metrics should be placed<br />

on the far right of the grid.<br />

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