EFT Card Portfolio Dashboard

Screen ID: 

Screen Title: 

Panel Number:

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IEFTCRD-01

EFT Card Portfolio Dashboard

4964


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Access this screen by selecting Tool 594: Portfolio Analysis - EFT Usage.

Want members to use their credit and debit cards? Use our Building the Factory series to create a marketing campaign from start to finish!

 

This data is populated on the second business day of the month, which excludes federal holidays.

Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report

This dashboard includes VAT (Visual Analytic Tools) that allow you to show the data on this screen in a more meaningful way using a chart or graph.  These charts and graphs are available in the PDF export feature. Click the chart icon to view the VATs on this screen.  Then click the X on the chart or graph to move back to the data.

Create full-color PDFs of the data on the screen – PDF Exports

Learn about downloading data and charts to Excel or a comma-delimited file

Introduction

Because this data is as of end of month, the data will not change during the course of the month.

The EFT Card Portfolio Dashboard allows you to review statistics on your credit, debit and ATM data.  This first screen allows you to view by BIN the number of cards and the number of members for cards.  (Due to, for example, co-signers and joint owners, there can easily be more cards than members in each category.)  This data is as of end of month, and this is noted in the section at the bottom of the screen.

If a BIN is highlighted, that indicates that the BIN is suspended.  Members may still have cards from this BIN, but no new cards can be created.

Data is available on this screen for cards:

Totals at the bottom of the screen show totals for ATM, debit, credit and total cards - for both number of cards and number of members.  

Using this Screen

There are so many opportunities for further exploring, analyzing, and using this data from this screen.  Review the listing below for more information.

  1. Select what BINs you view (ATM, debit, credit or all)

  1. Sort the data on the screen ascending and descending by column

  1. This dashboard includes VAT (Visual Analytic Tools) that allow you to show the data on this screen in a more meaningful way using a chart or graph.  These charts and graphs are available in the PDF export feature. Click the chart icon to view the VATs on this screen.  Then click the X on the chart or graph to move back to the data.

  2. View transaction data for a specific BIN

  1. Analyze groups of members to see their relationship with your credit union.  Look for opportunities to form new relationships.  

  1. View transaction data across all EFT platforms

  1. Communicate with your members or analyze their account information in Report Builder

  2. View data on unused cards

  3.   View Data Sources for this dashboard

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IEFTCRD-01.htm