Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Save Report Templates — My Reports
Save Report Templates — My Reports (Cont’d)
To Save a Report Template to My Reports using the File Tab Drop-down List:
Step
Action
1. From the Report Viewer screen File menu, select the Save As… option.
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 will 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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