Analyzing Transaction Labels for All Members

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Member Transaction Label Analysis



þ As of Month End

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Access this screen by selecting Tool #515: Member Transaction Label Analysis.

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

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

·     NOTE: Because this dashboard uses data from a snapshot at the end of the month, activity during the current month will not be included

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

This tool will display an aggregate view of all transaction labels for your entire membership, to help you see how the majority of your members interact with the credit union.

Calculations are from the previous month’s activity. Data is combined for all branches (this refers to the member branch). Use the Branch field at the top of the screen to display data for one branch at a time.

These labels are configured in the Transaction Labels Configuration.

See also: Knowing Your Members CU*BASE Relationship Management Tools

Data for these tools is available on the first business day of the month after BOD.


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