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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> | Apply Report Filters<br />

Apply Report Filters (Cont’d)<br />

Step-by-Step Instructions<br />

To Apply a Filter from the Report Viewer:<br />

Step<br />

Action<br />

1. From the Report Viewer select one of the following options:<br />

• Click the View Filter icon or,<br />

• From the View menu, select View Filter.<br />

The VIEW FILTER panel displays on the report.<br />

2. To filter by an existing report object, select one of the following options:<br />

• From the report, drag and drop the column header to be filtered into the VIEW<br />

FILTER panel or,<br />

• Click the Add Condition link in the VIEW FILTER panel. If this option is used, select<br />

the desired filter from the Filter On drop-down list.<br />

The Report Filter panel displays the new object.<br />

Note:<br />

• If filtering an attribute, select the appropriate radio button to either Qualify using<br />

operators or to Select from In List or Not in List.<br />

• If filtering a metric, choose the comparison method and type a value.<br />

• If using a predefined filter, the filter name is displayed in the Report Filter. You<br />

cannot modify it.<br />

If you added a prompted filter, the filter name is displayed. The prompt occurs when<br />

the report is executed.<br />

3. Click the Apply icon.<br />

The new filter is applied to the report.<br />

Note: The report processes and displays with the filtered data.<br />

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