Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Save Report Templates — My Reports
Save Report Templates — My Reports
Overview
Use this procedure to save report templates to My Reports.
Key Concepts
Report templates can be created or edited and then saved to My Reports.
Reports that you save in My Reports are only accessible by you and cannot be accessed by other
users.
There are two ways to save report templates to My Reports from the Report Viewer; one way is
using the Save icon and the other way is using the File Save as option.
Step-by-Step Instructions
To Save a Report Template to My Reports Using the Save Icon:
Step
Action
1. From the Report Viewer screen, click the Save icon that appears to the left on the
toolbar.
The Save As dialog box displays.
2. From the Save in drop-down list, select the My Reports option.
Note: All reports currently saved to My Reports display.
3. To create a new folder in My Reports, click the Folder icon that displays to the right of
the Save in drop-down list and type the appropriate data in the Folder and Description
fields.
4. Click the Create Folder button.
5. In the Name field, amend or enter a new name for the report being saved.
6. In the Description field, amend or add a new description for the report being saved.
7. Click the OK button to process and save to My Reports.
The Report Saved window displays with confirmation that the report template has been
saved.
8. To view all saved folders and reports, click the My Reports tab.
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