Citibank ® Custom Reporting System User Guide

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Citibank Custom Reporting System User Guide | Subscribe to a Report — Cycle-Based Subscriptions Subscribe to a Report — Cycle-Based Subscriptions Overview Use this procedure to set a cycle-based subscription to a report. 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 has finished running, an email will be sent to the email address provided indicating that the report can be viewed from the History List. Cycle-based subscriptions are available on some prompted reports. Cycle-based subscriptions will generate a report containing transaction data that occurs only within a selected billing cycle. 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. 47
Citibank Custom Reporting System User Guide | Subscribe to a Report — Cycle-Based Subscriptions Subscribe to a Report — Cycle-Based Subscriptions (Cont’d) Step-by-Step Instructions To Add a Cycle-Based Subscription to a Report: Step Action 1. From the CCRS Home screen, click the Shared 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: 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 page displays. Note: Select prompted reports will have the option of Add cycle-based subscription. 4. Click the Add cycle-based subscription link. The Cycle-Based Subscriptions page displays. 5. 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. 6. From the Format drop-down list, select the desired file format. Note: The available formats are HTML, Excel and PDF. 7. From the Choose the Cycle Filter field, select the day that corresponds to your billing cycle and click the right arrow to place it in the Selected field. 8. Complete any required fields for the selected report. 9. Click the OK button. The subscription displays in the My Subscriptions screen. 48
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Citibank ® Custom Reporting System User Guide

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