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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 — Folder Browsing<br />

<strong>User</strong> Preferences — Folder Browsing<br />

Overview<br />

Use this procedure to set your folder browsing preferences.<br />

Key Concepts<br />

The following user preferences can be set on the Folder browsing screen:<br />

Folder Browsing<br />

When the Enable running filter + template checkbox is selected, the Run filter and Template<br />

buttons display in the toolbar of any folder screen. The Run filter and Template buttons allow you<br />

to choose a filter and a template and execute a report.<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 projects on the current server: The settings are applied to all<br />

projects, not just the 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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