Losing the Love - Data Selection

Screen ID:  ICLOMBR-08
Screen Title: Select Data to View
Panel ID: 6010
Tool Number: 132
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Access this screen by selecting Select Data to View (F14) on several of the Losing the Love dashboards.

Use this to organize the Losing the Love - Balance Changes dashboard by the variable selected.  When you return to the dashboard, the first column will be sorted by this variable.

  • NOTE:  The variables available are dependant on the dashboard.  All variables are not available for all dashboards.

Variables

Variable

Description

Close date

This selection will sort the dashboard results by the close date of the membership.

Open date

This selection will sort the dashboard results by the open date of the membership.

Length of membership

This selection will sort the dashboard results by the length of time (years and months) the membership was open.

Age of member at closing

This selection will sort the dashboard results by the age (years) of the member at the time the account was closed.

Branch

This selection will sort the dashboard results by branch.

Designation

This selection will sort the dashboard results by membership designation.

Account base

This selection will sort the dashboard results by account base (of the membership).

Closed reason code

This selection will sort the dashboard by closed reason code.

Largest net change

This selection will sort the results, placing the memberships with the largest net change in one month.  (This can be sorted descending by clicking the header in the dashboard.)   All accounts (aggregate savings and loans) are analyzed. The net change will appear in the first column on the dashboard.

Net change over time span

This selection will sort the results, placing the memberships with the largest net during the months shown on the dashboard.  (This can be sorted descending by clicking the header in the dashboard.)   All accounts (aggregate savings and loans) are analyzed.  The net change will appear in the first column and will be highlighted if the amount is a negative value.