Citibank ® Custom Reporting System User Guide
Citibank ® Custom Reporting System User Guide
Citibank ® Custom Reporting System User Guide
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
<strong>Citibank</strong> <strong>Custom</strong> <strong>Reporting</strong> <strong>System</strong> <strong>User</strong> <strong>Guide</strong> | Access Standard Report Templates — Shared Reports Tab<br />
Access Standard Report Templates —<br />
Shared Reports Tab<br />
Overview<br />
Use this procedure to access standard report templates from the Shared Reports tab.<br />
Key Concepts<br />
Citi has created industry standard reports and these report templates can be accessed from the<br />
Shared Reports tab.<br />
Citi recognizes that there are common reporting needs shared by all client groups. Citi has<br />
created common report templates for all clients to use. These reports are available from the<br />
Global Shared Reports folder.<br />
In addition, there are regional templates that focus on the unique reporting requirements of<br />
regional markets. The Regional Shared Report folders within the Shared Report tab are Asia<br />
Shared Reports, EMEA Shared Reports and Government Standard Reports. You will only see<br />
these folders if your company has been entitled to them based on business need.<br />
The Organizational Shared Folders are there for your unique reporting needs. Report templates<br />
contained in your Organizational Shared Folders can only be viewed and used by those in your<br />
company who have been granted access to CCRS.<br />
Step-by-Step Instructions<br />
To Access Standard Report Templates from the CCRS Home Screen:<br />
Step<br />
Action<br />
1. From the CCRS Home screen, in the Shared Reports section, select the desired report<br />
folder link.<br />
A list of available report templates displays.<br />
Note: When additional report folders display, select the desired folder to drill down to<br />
report templates contained within that folder.<br />
2. To run a report, select the desired report template. Follow the prompts to run the<br />
report.<br />
To Access Standard Report Templates from the Shared Reports Tab:<br />
Step<br />
Action<br />
1. From the CCRS Home screen, select the Shared Reports tab from the menu bar at the<br />
top of the screen.<br />
A list of Shared Reports folders displays.<br />
2. Select the desired report folder title link.<br />
A list of available report templates displays.<br />
3. To run a report, select the desired report template. Follow the prompts to run the<br />
report.<br />
16
Change language