New - Closed Account Analysis (Account Analysis 1)

Screen ID: IOCAA-04
Screen Title: Open-Closed Acccount Analysis
Panel ID: IOCAA3
Tool Number: 552
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Access this screen by selecting “Account Analysis 1” on the Index 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 or VATs 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 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:

  • Day, Month, Quarter the account was opened

  • Reason Code associated with the account. (Closed Reason code overrides open code.)

  • Branch of the member who opened the account (member branch).

  • Top employee who opened the account

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, 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 CU*BASE?

There are a number of dashboards and reports that use new account and new member Reason Codes.  Why don’t the ones that summarize membership reason codes always match each other exactly?