Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Subscribe to a Report from a Report Template
Subscribe to a Report from a Report Template
(Cont’d)
Step-by-Step Instructions
To Subscribe to a Report from a Report Template:
Step
Action
1. From the CCRS Home screen, click the Shared Reports or My Reports tab.
The selected reports folder screen displays.
2. Click the desired Shared Report Folder title link.
A list of available report templates displays.
Note: If the My Reports tab is selected, this step is not required.
Additional folders may display in your selected Shared Reports folder. For
example, Organizational Shared Folders may list a folder containing your
company’s Shared Reports. Click the desired folder to access any additional
report templates.
3. Click the Subscriptions link below the desired report.
The History List Subscriptions screen displays.
Note: All reports will have the add subscription option. Select prompted reports
will have the option of Add cycle-based subscription.
4. Click the Add Subscription link.
The Add Subscriptions screen displays.
5. From the Schedule drop-down list, select the desired frequency that you would
like the report to run on.
6. In the Email text entry field, type the email address to which your subscription
notification emails will be sent.
Note: The Notify Option enables you to be notified via email each time the
subscribed report is finished processing. Multiple email addresses may be entered
by placing a semicolon between them.
7. From the Format drop-down list, select the desired file format.
Note: The available formats are HTML, Excel and PDF.
8. Complete any required fields for the selected report.
9. Click the OK button.
The subscription displays in the My Subscriptions screen.
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