Citibank ® Custom Reporting System User Guide

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Citibank Custom Reporting System User Guide | What You Need to Know Before Using CCRS What You Need to Know Before Using the Citibank Custom Reporting System (Cont’d) Report Template Prompts Report template prompts are filters that are used to sort a report prior to the report being run. Once you click on the report template icon (Image 2.4), a prompts screen displays (Image 2.5) if prompts are required or included in the report template. Enter or select the required data, then click the Run Report button. Image 2.5 9
Citibank Custom Reporting System User Guide | What You Need to Know Before Using CCRS What You Need to Know Before Using the Citibank Custom Reporting System (Cont’d) Saving a Report — Basic and Advanced Save When saving a report to My Reports or Shared Reports, you can use either the basic save or the advanced save options. Basic Save: Image 2.6 The basic save option allows you to save a report template and any changes made to it in the My Reports or a Shared Reports folder. Once you click the Save icon from the Report Viewer toolbar, or select Save As from the File menu, the Save As dialog box displays (Image 2.6). Use the Save in drop-down list to view other folder options. If you have administrative access to the Shared Reports folder, or your Organizational Shared folder, select the folder where you would like to save the new report template. It is possible to re-name the new report and add a report description prior to clicking the OK button to save. 10
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Citibank ® Custom Reporting System User Guide

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