Running COB Analytics using Web Intelligence (Webi)

1. Double click the desired report Title. A Prompts window appears.
2. Click Refresh Values. 
3. Select the appropriate department hierarchy from the Dept. Tree in the center section of the window. 
4. Click the arrow >. The selection appears in the right section of the window. 
5. Click OK. The selected report will be generated. 

Changing Input Controls 

1. To change Department hierarchy, Grants or Non-Grants, Internal Transfer Status, click the Input Controls icon from the left side toolbar. The Input Controls panel appears.
2. Make the desired changes from the panel. 

Exporting to Excel 

1. Click the Input Controls icon from the left side toolbar. The Input Controls panel appears. 
2. Select Off (for exporting to Excel) from the Freeze Header and 1st Column setting. 
3. Click the Export to Excel icon from the top toolbar. 

Adding and Removing Columns 

Unlike FDS COB detail reports and other COB Analytics reports, the COB Detail – Intra-day report does not contain all fields by default. You can add columns to the report using the following method: 

Select the Design view from the upper right corner of the report window. 

2. Select the Available Objects icon from the left toolbar. The list of Available Objects appears. 

3. Drag and Drop the desired object to the desired column location in the report. You can drag the object to the right edge or left edge of a column header. Or, replace a column by dragging the object over the center of the column header. To remove the column, drag it back to the list. Or, right-click the header, click Delete and OK. 

Adding and Removing Filters 

1. Select the Design view from the upper right corner of the report window. 
2. Right-click on the heading of the column that you would like to filter and click Filter and select Add Filter. The Report Filter window appears. 

3. Click Add Filter. A list of Available Objects appears. 

4. Select the Object that you would like to filter on and click OK. The selection appears in the Report Filter window. 
5. Click OK. The report is filtered for the criteria with subtotal lines in amount columns. To remove a filter, right-click the column heading, click Filter and select Remove Filter.