New - Closed Account Analysis (3)

Screen ID: IOCAA-06
Screen Title: Open-Closed Account Analysis
Panel ID: 5330
Tool Number: 552
    Click here to magnify

Access this screen by selecting “Account Analysis 3” 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

View the Count, Total Balance, Average Balance, # Closed, # Active and Average Balance of members accounts by

  • Savings

  • Checking

  • IRA

  • Certificates

  • Loans

  • Loans that are written-off

  • Lines of Credit/Credit Cards

  • Lines of Credit/Credit Cards that are written off

  • Total balances

(NOTE: This data will be EOM data if EOM files are selected on the source screen. Otherwise this is current data.)

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.  

  • Average Tiered Service score of the selected membership.

  • Average risk score for the member (based on credit report).  

    • NOTE:  This does not include zero credit scores or credit scores greater than 899.  This is based on the score associated with the loan origination and may not be the most recent score collected for the member, for example if the member later applied for another loan.

  • Disbursement limit (disbursement limit of all of the loans of the member who opened the account you selected)

  • Information on the balances of all of the accounts held by the selected memberships.