New - Closed Account Analysis (Membership Analysis 2)

Screen ID: IOCAA-03
Screen Title: Open-Closed Account Analysis
Panel ID: 5158
Tool Number: 552
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Access this screen by selecting “Membership Analysis 2” on the Analysis Selection screen or by using Enter from the previous analysis dashboard screen.

This screen includes XL panel sizing! Extra large panel sizes are presentation size CU*BASE screens. When using the Analysis on select dashboards, you can choose to display them in either standard (1024x768) or extra-large (1920x1080) size.   

To select a size, use the selector in the lower right corner of the screen to simply click and select either standard or extra large. Learn More About What VAT Can Do.

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

This dashboard is control central with several 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. To view the data that supports it, click Toggle Data View, then Toggle Chart View to return.  Or click on each VAT to view the details for that VAT, then click "Back" to return to the screen.

Learn about downloading data to Excel or a comma delimited file

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

This is the second New-Closed Account Analysis Dashboards, the “Membership Analysis 2” dashboard. Use this analysis to view data on the members owning the accounts you selected on the entry screen.

View on this screen count and percentage of the following statistics on your members:

  • SEG Sponsor

  • Products and Services per member

  • ODP Users (Overdraft Protection)

  • Opt In/Opt Out Reg E – Users who have selected to “Opt In”

  • Tiered Service Tier Levels

  • CD Term Analysis – If analysis includes certificates, this breaks down the certificates by their current term

Use Index (F12) to return to the Index selection screen. Press Enter to move to the next Analysis Dashboard.

NOTE: The Records Analyzed figures in the upper right corner indicate the number of accounts that fit the criteria entered in the selection screen.  The Memberships found indicate the memberships to which they belong.