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Citibank ® Custom Reporting System User Guide

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<strong>Citibank</strong> <strong>Custom</strong> <strong>Reporting</strong> <strong>System</strong> <strong>User</strong> <strong>Guide</strong> | View/Add/Remove a Report in the History List<br />

View/Add/Remove a Report in the History List<br />

(Cont’d)<br />

To Add a Report to the History List from the Processing Screen:<br />

Step<br />

Action<br />

1. From your desired report template or document, click the Run Report or Run<br />

Document button.<br />

The Processing request screen displays.<br />

Note: Some reports process immediately. In these cases, the requested report will<br />

immediately display and the processing request screen will not display.<br />

2. Click the Add to my History List link.<br />

The link changes to Go to my History List.<br />

3. To view the History List from the Processing request screen, click the Go to my<br />

History List link.<br />

The History List displays showing the status of the added reports.<br />

To Add a Report to the History List from the Report Viewer:<br />

Step<br />

Action<br />

1. From the Report Viewer, click the File menu.<br />

A list of file options displays.<br />

2. Select the Add to my History List option.<br />

A message stating your report/document has been added to the History List displays.<br />

Note: If this option is not available, then the report has already been added to the<br />

History List.<br />

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