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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> | <strong>User</strong> Preferences — Overview<br />

<strong>User</strong> Preferences — Overview<br />

Overview<br />

This topic provides an overview of the user preference options.<br />

Key Concepts<br />

<strong>User</strong> preferences are settings that some users and administrators can make to control the<br />

behavior of CCRS. <strong>User</strong> preferences are accessed by clicking the Preferences tab at the top of the<br />

screen. The left side of the Preferences screen provides links to all categories of user preference<br />

parameters.<br />

Applying Preference Changes<br />

When you click the Apply button on any Preferences screen, the settings are applied to the<br />

project differently, depending on which of the following options you choose:<br />

• Apply to all projects on the current server: The settings are applied to all projects, not just the<br />

one you are currently configuring. This is the default option.<br />

• Apply to current project: The settings are applied only to the current project.<br />

Load Default Values<br />

When you click the Load Default button, the administrator’s default values for this section of<br />

preferences is loaded. These default values are not saved until you click the Apply button.<br />

Preferences Menu<br />

The following are the Preferences menu options available from the left side of the screen:<br />

• General<br />

• Folder Browsing<br />

• Grid Display<br />

• Export<br />

• Print (PDF)<br />

• Drill Mode<br />

• Prompts<br />

• Report Services<br />

• Security<br />

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