EFT Card Portfolio Dashboard (Analyze Unused)

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

IEFTCRD-05

EFT Card Portfolio Dashboard

4971


Click here to magnify

 

Access this screen by selecting Analyze Unused (F11) on the entry EFT Card Portfolio Dashboard.

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 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.

This screen allows you to view by BIN the number of cards and the number of members for unused cards.  You might use this screen to communicate with members who are not using their cards, or to research these members (for example the ones who have not used their cards in over 120 days).

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

  1. View data on unused cards

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IEFTCRD-05.htm