Reports Processing

In this video, you will learn how to view and customize reports from the Reports Management widget.

You can add the Reports Management widget to your "Home" workspace, or select "Report Management" from the "Reporting Menu".

The Reports Management widget lists all of the reports that you are entitled to view. To rearrange the list, click on a column header to sort in ascending or descending order.

Click "View" in the actions column next to any report to edit the report criteria or run a report.

Click the "Run Report" button to generate the report. 

If the report has any required fields, you will be prompted to enter them.

Once the report is finished running it will appear at the bottom of the screen.

Using the "Export As" field, you can download the report as a PDF, CSV or Plain Text file.

Depending on your browser setting, either you'll be prompted to provide a location for the file, or the file may appear at the bottom of your browser window.

You also have the option to "Print" or "Save" using the menu that displays within the report.

You can make one time changes or create custom versions of a report.

Enter your specific criteria for any of the available options. Leave a field blank to include all information for the criteria.

Required fields will be noted with a red asterisk.

To run the report for a specific day or date range, click in the date field and choose "Custom Range".

Select the 'from' date on the left calendar. and the 'to' date on the right calendar.

For a single date, you will select the same date in both calendars. Click "Apply".

To view your changes, click "Run Report". To save the customized version of the report, check "Save this Report", then click "Run Report". You'll be prompted to enter a "Configuration Name" and "Description".

Check “Shared” if you wish to make the report public for other users to view. When you're finished click “Save”. The report will display at the bottom of the screen.

Click "Cancel" to return to the Reports Management widget, where your saved report will be displayed in the list view. You have the option to view, modify or delete the custom report at any time.

Thank you for watching this video where we reviewed how to view and customize reports from the Reports Management widget.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.