Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Subscribe to a Report from the Report Viewer
Subscribe to a Report from the Report Viewer
Overview
Use this procedure to set a subscription to a report from the Report Viewer.
Key Concepts
CCRS allows you to subscribe to reports. Report subscriptions run automatically on the day of the
frequency that you selected.
When the report subscription has finished running, an email will be sent to the email address
provided indicating that the report can be viewed from the History List.
Citi recommends that you do not subscribe to a report that requires a date range unless a cyclebased
subscription is available for that report. This type of report will return the exact same data
with each subscription.
You must be logged into CCRS in order to access the report.
Subscription can be modified or deleted from the My Subscriptions section.
Step-by-Step Instructions
To Subscribe to a Report from the Report Viewer:
Step
Action
1. From the Report Viewer select one of the following options:
• Click the Subscribe icon or,
• From the File menu, select Subscribe to History List.
The Subscribe screen displays.
2. From the Schedule drop-down list, select the desired frequency that you would like the
report to run.
3. 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.
4. Click the Create and Close button.
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