Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | User Preferences — Export
User Preferences — Export (Cont’d)
Export Filter Details
This option allows you to choose whether or not to export the filter details on any given report. If
you choose to export them, they appear directly above the exported report.
Always Export Graphs as Live Excel Charts
This option allows you to determine if reports with graphs are exported as live Excel graphs. This
means that you can perform Excel manipulations on the graphs just as you can on any graph
in Excel. This setting only applies to exports to Excel with formatting. If you do not enable this
setting, graphs are exported to Excel as bitmaps.
Remove Extra Column from Exported Grid
This option allows you to determine if the last column of the row headers, which contains the word
Metrics, is displayed on a report. This setting only applies to exports to Excel with formatting.
Show Options When Exporting
This option allows you to determine whether the Export Options window opens when you export
a report. If this option is selected, the Export Options window opens each time. If this option is
not selected, the window does not open and the report is exported with the settings saved in
Preferences.
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.
65