To schedule a report to be run automatically

1. From the Edit Criteria Form, click Schedule.  The Automated File Report and Delivery Summary Form appears.

-OR-

On the CitiDirect navigation bar, click Report, 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.

1. Select the report you want to schedule.  Note:  Any previously run versions (output) of the selected report appear on the View Reports Tab.

2. Click Edit Report.  The Edit Criteria Form appears.

3. Click Schedule.  The Automated File Report and Delivery Summary Form appears.