Citibank ® Custom Reporting System User Guide

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.
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