Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Edit a Report in Design Mode
Edit a Report in Design Mode (Cont’d)
Step-by-Step Instructions
To Add a Column to a Report Using Design Mode:
Step
Action
1. To access Design Mode use one of the following options:
• Navigate to the desired report folder and click the Edit link below the desired report
template. If this option is used, the Template and Filter Prompts screen displays for
prompted reports. Answer the required prompts and click the Edit in Design Mode
button.
• From the Report Viewer toolbar, click the Design icon.
The Design Mode screen displays.
Note: The Design Mode screen displays the column headers, or objects, currently
contained on the report without the data detail.
2. From the Object Browser, click the All Objects tab.
The All Objects tab is now active.
Note: The All Object tab allows you to select from a list of objects that are available to
be added to the grid display.
3. Click your cursor in the Find field.
The Find field is active.
4. In the Find field, type the desired object name and click the Find button that displays
to the right of the field.
The results display in the Object Browser based on the criteria entered.
Note: The Data Dictionary provides a listing of all attributes, metrics, filters and
prompts currently available. The guide is organized in sections that correspond to
the object types (attributes, metrics, filters and prompts) that appear in the Object
Browser.
5. Click and drag the desired report object from the Object Browser to the report grid.
The object displays in the report gird.
Note: A yellow vertical highlight indicates the column placement of the object. A yellow
horizontal highlight indicates the row placement of the object. Metrics should be placed
on the far right of the grid.
6. Click the Run Report button.
The report generates with the additional data.
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