New - Closed Account Analysis (Account Analysis 1)
| Screen ID: | IOCAA-04 | 
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| Screen Title: | Open-Closed Acccount Analysis | |
| Panel ID: | IOCAA3 | |
| Tool Number: | 552 | |
| Click here to magnify |
Access this screen by selecting “Account Analysis 1” on the Index or by using Enter from the previous analysis dashboard screen.
Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report
This a New-Closed Account Analysis Dashboards, the “Account Analysis 1” dashboard. Use this analysis to view data on the member or the account the member opened that you selected on the entry screen.
View on this screen count and percentage of the following statistics on your members:
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Day, Month, Quarter the account was opened
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Reason Code associated with the account. (Closed Reason code overrides open code.)
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Branch of the member who opened the account (member branch).
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Top employee who opened the account
Use Index 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, as well as the memberships to which they belong..
Helpful Resources
What are Open and Close Reason Codes, and where is this data stored in the core?