Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Export a Report
Export a Report (Cont’d)
Step-by-Step Instructions
To Export a Report:
Step
Action
1. From the Report Viewer select one of the following options:
• Click the Export icon or,
• From the File menu, select Export.
The Export Options dialog box displays.
2. From the Export drop-down list, select the portion of the report to export.
Note: The available options are Portion displayed only and Whole report.
3. Select the radio button next to the desired export format.
Note: If plain text is selected, select a delimiter from the Delimiter drop-down list.
Other options available based on your selection are Export metric values as text,
Export headers as text, Export filter details, and Remove extra column for exported
grid.
4. If you would like the export options to apply to all future exports, select the Do not
prompt me again checkbox.
Note: This is an optional step.
5. Click the Export button.
Note: Depending upon your browser, a series of prompts may appear before the
exported report can be viewed. Answer the browser prompts as needed. Once your
browser prompts are satisfied, if needed, a File Download window for the selected
format displays.
6. Click the Open button.
The exported report displays in the selected format.
Note: Depending on the selected export format, this step may not be required.
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