Citibank ® Custom Reporting System User Guide

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.
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