Selecting BAI codes

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The Data Category-Select BAI Codes page allows you to select from the available BAI codes that have been narrowed down by your product and filter selections from the Data Category-Select Filters & Products page. Each line item in the Available BAI Codes box lists the product code, BAI code, debit or credit level (CR, DB), and the detail level designation (detail-DT , summary-SM, or status-ST).

To select BAI codes

  1. In the Available BAI Codes list, select the BAI code to include in your report.
    Note:
    Press Shift while clicking the BAI codes to select up to 10 codes at one time.
  2. Click Add.
    The BAI codes appear in the Selected BAI Codes list.
  3. To delete BAI codes from the Selected BAI Codes list, select the BAI code, then click Delete.
    Note:
    Press Shift while clicking the BAI codes to select up to 10 codes at one time.
  4. To reorder selected BAI codes, click By Product or By BAI.
  5. Click OK.
    The Data Category-New Report page appears.
    6.  
    Note:
    Click Cancel to not create a new report.

To edit an existing report

  1. In the Available BAI Codes list, select the BAI code to include in your report.
    Note:
    Press Shift while clicking the BAI codes to select up to 10 codes at one time.
  2. Click Add.
    The BAI codes appear in the Selected BAI Codes list.
  3. To delete BAI codes from the Selected BAI Codes list, select the BAI code, then click Delete.
    Note:
    Press Shift while clicking the BAI codes to select up to 10 codes at one time.
  4. To reorder selected BAI codes, click By Product or By BAI.
  5. Click OK.
    The Data Category (report name) page appears.
    6.  
    Note:
    Click Cancel to not save edits to this report.

To return to the Data Category-Select Filters & Products page

Note:
Return to this page to add additional products or make changes to the products you have already selected.
  1. Click Select Filters & Products at the top of the page.
    The Data Category-Select Filters & Products page appears.

To return to the Data Category-Reports page

  1. Click Report List at the top of the page
    The Data Category-Reports page appears.
Related Topics
Creating custom reports
Changing or deleting custom reports
Viewing reports
Data Category report