On the CitiDirect navigation bar, click All Reports and then select a service class. All reports in the selected service class appear in the left pane of the Report Summary Form. Note: The names of any edited reports are listed below their corresponding CitiDirect base report.
Select the desired report in the Report Summary Pane. Any available versions (output) of the selected report appear on the View Reports Tab. Note: If a report does not retrieve the desired information, you can edit the report selection criteria. Click here for more information on editing report selection criteria.
Click Run. The report output appears on the View Reports Tab with a "Waiting" status. When the report output is ready for viewing, its status appears as "Available."
Select the "Available" report and click View Report or double-click the report output. Note: The report output behavior depends on the report format. Click here for more information on report formats.
Notes:
If the report status is "Failed," select it, click Other Options, and then select Details. The Output Detail dialog box appears. All details related to the report appear and any errors are listed in the Message list box.
If you do not apply filters to a report selection criteria field, the report includes all information for that field. For example, if you do not specify currency, the report includes information for all currencies.