Citibank ® Custom Reporting System User Guide
Citibank ® Custom Reporting System User Guide 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 1
Citibank Custom Reporting System User Guide | User Guide Overview User Guide Overview Document Scope This User Guide provides detailed step-by-step instructions for Citibank ® Custom Reporting System (CCRS) functions. Your Access May Vary The functions you have access to are based on your role and entitlements. You may not have entitlements for all the functions described in this User Guide. Revision History Version Date Revision Notes Initial Release April 2012 Initial Release 2
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<strong>Citibank</strong> <strong>Custom</strong> <strong>Reporting</strong> <strong>System</strong> <strong>User</strong> <strong>Guide</strong> | <strong>User</strong> <strong>Guide</strong> Overview<br />
<strong>User</strong> <strong>Guide</strong> Overview<br />
Document Scope<br />
This <strong>User</strong> <strong>Guide</strong> provides detailed step-by-step instructions for <strong>Citibank</strong> <strong>®</strong> <strong>Custom</strong> <strong>Reporting</strong><br />
<strong>System</strong> (CCRS) functions.<br />
Your Access May Vary<br />
The functions you have access to are based on your role and entitlements. You may not have<br />
entitlements for all the functions described in this <strong>User</strong> <strong>Guide</strong>.<br />
Revision History<br />
Version Date Revision Notes<br />
Initial Release April 2012 Initial Release<br />
2
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