Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Table of Contents
Table of Contents
User Guide Overview......................................................................2
Subscribe to a Report — Cycle-Based Subscriptions..............47
Introduction to the Citibank
Custom Reporting System............................................................3
Navigating the Citibank Custom Reporting System...............4
What You Need to Know Before Using
the Citibank Custom Reporting System....................................7
Access Standard Report
Templates — Shared Reports Tab................................................16
Run a Report with Template and Filter Prompts....................17
Run a Report Without Prompts...................................................18
Use the Report Viewer Toolbar...................................................19
Edit a Report from the Report Viewer.......................................29
Edit a Report in Design Mode.......................................................32
Apply Report Filters.......................................................................35
Export a Report...............................................................................38
Convert a Report to PDF...............................................................40
View/Add/Remove a Report in the History List......................42
Subscribe to a Report from a Report Template......................44
Modify/Delete a Report Subscription........................................49
Save Report Templates — My Reports.......................................50
Perform an Advanced Save..........................................................52
User Preferences — Overview......................................................57
User Preferences — General.........................................................58
User Preferences — Folder Browsing..........................................60
User Preferences — Grid Display.................................................61
User Preferences — Graph Display..............................................63
User Preferences — Export...........................................................64
User Preferences — Print...............................................................66
User Preferences — Drill Mode.....................................................68
User Preferences — Prompts........................................................69
User Preferences — Report Services..........................................70
User Preferences — Security........................................................72
Create a New Report Using the Dynamic Report Builder.....73
Subscribe to a Report from the Report Viewer......................46
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