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 report you want to edit. Note: Any previously run versions (output) of the selected report appear on the View Reports Tab.
Click Edit Report. The Edit Criteria Form appears. The fields that can be edited are listed in the Fields list box.
From the Fields list box, select the desired field. According to the selected field, various dialog boxes appear.
If you do not edit a field included in the report selection criteria, the report includes all information for that field. For example, if you do not specify currency, the report will include information for all currencies.
To delete filters from a field, select the filter you want to delete in the Report Content list box and click Delete.
Click Save. The Save/Save As dialog box appears.
Enter a name for your report and click OK. To overwrite the existing report, use the same name. Note: You cannot overwrite CitiDirect base reports.
To save additional variations of this report, repeat steps 4 through 8.
To run your report, click Run. The Report Summary Form appears with your report output in the View Reports Tab. Note: The new report is listed below the corresponding CitiDirect base report. Click here for procedures for running reports and viewing report output.
Notes:
To save a report and immediately run that report, click Save and Run. Enter a name for your report and click OK. The Report Summary Form appears with your report output in the View Reports Tab.
If you click Run without saving the report, a you are returned to the View Reports Tab, and the report has the name of the report you were editing suffixed by "unsaved."
To reset the report to its default criteria, click Reset to Defaults. To reset a report to its most recently saved version, click Reset.
To print a listing of the report selection criteria, click Print. The selection criteria are printed, not the report.
To return to the Report Summary Form at any time, click Return to Summary. If any changes have been made, a dialog box appears to prompt you to save those changes.
To schedule automated running of your report, click Schedule. You will go to the Automated File and Report Delivery service class.