Citibank ® Custom Reporting System User Guide
Citibank ® Custom Reporting System User Guide Citibank ® Custom Reporting System User Guide
Citibank Custom Reporting System User Guide | User Preferences — General User Preferences — General (Cont’d) Output Formats Output formats allow you to select how reports are viewed and printed. The output format options are: • Use PDF for printing reports • Re-use new window for each export, print and PDF action • Full-Screen Mode Behaviors for Reports —— Read from Report —— Open Every Report in Full-Screen Mode —— Don’t Open Any Report in Full-Screen Mode • Full-Screen Mode Behaviors for Documents —— Read from Document —— Open Every Document in Full-Screen Mode —— Don’t Open Any Document in Full-Screen Mode Cart-Style Selections Selecting the Keep item in list of available answers when making selection in cart-style prompts for filter editors checkbox will keep items in list of available answers when making selections in cart-style prompts or filter editors. Applying Preference Changes When you click the Apply button on any Preferences screen, the settings are applied to the project differently, depending on which of the following selections you choose: • Apply to all projects on the current server: The settings are applied to all projects, not just the one you are currently configuring. This is the default option. • Apply to current project: The settings are applied only to the current project. Load Default Values When you click the Load Default Values button, the administrator’s default values for this section of preferences is loaded. These default values are not saved until you click the Apply button. 59
Citibank Custom Reporting System User Guide | User Preferences — Folder Browsing User Preferences — Folder Browsing Overview Use this procedure to set your folder browsing preferences. Key Concepts The following user preferences can be set on the Folder browsing screen: Folder Browsing When the Enable running filter + template checkbox is selected, the Run filter and Template buttons display in the toolbar of any folder screen. The Run filter and Template buttons allow you to choose a filter and a template and execute a report. Applying Preference Changes When you click the Apply button on any Preferences screen, the settings are applied to the project differently, depending on which of the following selections you choose: • Apply to all projects on the projects on the current server: The settings are applied to all projects, not just the one you are currently configuring. This is the default option. • Apply to current project: The settings are applied only to the current project. Load Default Values When you click the Load Default Values button, the administrator’s default values for this section of preferences is loaded. These default values are not saved until you click the Apply button. 60
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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 — General<br />
<strong>User</strong> Preferences — General (Cont’d)<br />
Output Formats<br />
Output formats allow you to select how reports are viewed and printed.<br />
The output format options are:<br />
• Use PDF for printing reports<br />
• Re-use new window for each export, print and PDF action<br />
• Full-Screen Mode Behaviors for Reports<br />
——<br />
Read from Report<br />
——<br />
Open Every Report in Full-Screen Mode<br />
——<br />
Don’t Open Any Report in Full-Screen Mode<br />
• Full-Screen Mode Behaviors for Documents<br />
——<br />
Read from Document<br />
——<br />
Open Every Document in Full-Screen Mode<br />
——<br />
Don’t Open Any Document in Full-Screen Mode<br />
Cart-Style Selections<br />
Selecting the Keep item in list of available answers when making selection in cart-style prompts<br />
for filter editors checkbox will keep items in list of available answers when making selections in<br />
cart-style prompts or filter editors.<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 selections 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 Values button, the administrator’s default values for this section<br />
of preferences is loaded. These default values are not saved until you click the Apply button.<br />
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