Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Convert a Report to PDF
Step-by-Step Instructions
To Convert a Report to PDF:
Step
Action
1. From the Report Viewer select one of the following options:
• Click the PDF icon or,
• From the File menu, select PDF…
The PDF Options pop-up window displays.
2. To add a header and rooter to the report, click the Edit Custom Settings button.
The PDF Options Header Footer Editor screen displays.
Note: This is an optional step and is not required to proceed.
3. Edit any fields, as necessary. Click the Apply button to accept the changes or the
Cancel button to return to the PDF Options screen.
The PDF Options screen displays.
4. Select the radio button next to the desired scaling.
Note: Scaling options are Adjust font to % of original size and Fit to # page(s) wide
by # tall.
5. Select the radio button next to the desired orientation.
Note: Orientation options are Portrait and Landscape.
6. Select the Print cover page with filter details checkbox.
Note: This is an optional step and is not required to proceed.
7. Click the Show advanced options button.
Additional configuration options display.
Note: This is an optional step and is not required to proceed.
Advanced options allow you to adjust the following:
• Paper size
• Margins
• Maximum header size
• Maximum footer size
• Embed fonts
8. 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 and is not required to proceed.
9. Click the Export button.
The report processes and displays in a PDF format.
Note: Depending upon your browser, a series of prompts may display before the PDF
report can be viewed. Answer the browser prompts as needed.
41