Citibank ® Custom Reporting System User Guide

Citibank Custom Reporting System User Guide | Crete a New Report Using the Dynamic Report Builder
Create a New Report Using the Dynamic
Report Builder (Cont’d)
Step-by-Step Instructions
To Create a Report Using the Dynamic Report Builder:
Step
Action
1. From the Custom Reporting Home screen, click the Create Report tab.
The Create Report options display.
Note: The three report options are Dynamic Report Builder, Report Builder and
Report Wizard.
2. Click the Dynamic Report Builder link.
The Report Template options screen displays.
Note: There is a Summary of your selections menu located to the left of the Report
Template options. Use the summary menu as a navigation guide as you create your
report template.
3. From the categories provided, click the desired report option(s).
Note:
• If selecting one item, click the object, then click the right arrow to move the
highlighted object to the Selected area.
• To select consecutive items, click the first object, then, while holding the Shift
key, click the last desired object in sequence. Click the right arrow to move the
highlighted objects to the Selected area.
• To select multiple items not in sequence, click the first object, then, while holding the
CTRL key, click other desired objects. Click the right arrow to move the highlighted
objects to the Selected area.
Repeat these steps for each desired category.
4. Once the desired objects are selected from each category, click the Edit in Design
Mode button located at the bottom of the screen.
The report template objects display on the design mode screen.
Note: You can adjust the position of each object by clicking and dragging the object
to the desired position in the template. A yellow vertical highlighted line indicates the
column placement. A yellow horizontal highlighted line indicates the row placement.
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