RPT 720 Analysts Notes

Description

The analysts’ notes report is utilized to view notes that have been written for a user defined group of FIs.   This report allows the user to view all analysts’ notes by note, analyst or financial institution.

Players

Call analysts and call analyst supervisors

RPT 720 Analysts Notes

1. Go to the following url: https://CDR.FFIEC.GOV/CDR
   
   
2. Click on LOGIN to access the CDR application login screen.
   
   
3. Type in your User Name and Password and click on LOGIN.
   
   
4. From the options across the top of the screen, select Reports.
   
   
5. From the options down the left side of the screen, select RPT 720 Analysts Notes.
   
   
6. Select the desired options from the selection screen drop down boxes.

1. The following items must be completed for successful output:   Data Series, Reporting Cycle Start, Reporting Cycle End and at least one (not more than ten) concept name.
2. The remaining items are to be utilized to modify the report for desired results.   To limit your search, enter FI information for the institution you wish to see the notes.
3. Use the sort options to organize your output in a meaningful manner.

7. Choose either HTML or Excel for the report format type.
   
   
8. Select Submit to run the report or Reset to select different criteria.
   
   
9. View the report.   The selection criteria are listed at the top of the report.
   
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