New/Closed/All Accounts Dashboard (Listing)

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Screen Title: 

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IOCAD-01

Open-Closed Accounts

4164

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Access this screen by selecting Tool #552: New/Closed/All Accounts Dashboard.

SEE ALSO: New/Closed Membership Dashboard

Helpful Resources

How to Use this Screen

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

The Open/Close Accounts Dashboard will Change the Way You Do Business!

With over 25 ways to analyze your data, the New/Closed Accounts Dashboard will change the way you think about your credit union. This Dashboard is more than just an analysis tool. Use this data to review the policies and strategies at your credit union. Use the built-in PDF Export feature in the analysis to create full-color PDFs of the data and charts to share with your Board.

Use Analysis (F15) to move to nine screens of analysis on these members. Use the filters to find answers to questions such as:

The Open/Closed Accounts Dashboard is also a great Member Service tool as well. Your staff can use the built-in membership checklists to “check off” tasks on a New or Closed account checklist, for example, creating a laminated membership card or sending some disclosures of other paperwork. Then have your team use the Dashboard to audit these checklists to ensure all your members receive the same high level of service.  

How to Use This Screen

On the entry screen use the filters at the top of the screen to filter you membership to view, work with, or analyze member who fit specific criteria. A date range must be entered. Then press Enter to view a listing of the selected accounts that were either opened or closed during the period (depending on the filter option selected).

Then use this screen to work these selected members:

Records Analyzed

Once you press Enter, the records analyzed will show in the upper right corner of the screen.

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If a Status of “Open” is selected on the first screen:

  • Records Analyzed indicates the number of accounts that fit the search criteria entered on the entry screen.

  • # Active indicates the number of accounts (of the “Records Analyzed” group) that are active as of the current date.

  • # Closed indicates the number of accounts (of the “Records Analyzed” group) that were opened during the date range selected, but are closed as of the current date.

  • Memberships found documents the number of memberships to which the “Record Analyzed” accounts belong(ed).  This includes memberships of both the open and the closed accounts.

If a Status of “Closed” is selected on the first screen, the figures only apply to accounts that were closed during the selected date range (fitting the other search criteria), and the memberships to which these closed accounts belonged.

Filters

Filter

Description

From…To

Select a range of dates when the accounts were opened or closed.

Status

Defaults to Opened. Select Opened or Closed to view accounts that were either open or closed during the time period selected.

  • NOTE: If you select Opened, you may receive some members who have subsequently closed their accounts. This will be indicated by a data in the Closed column in the listing.)

Gender

Defaults to All. Select alternatively Female or Male.

Branch

Defaults to All Branches. Use the Select button to reveal a screen allowing you to select one or more branches.  

Employee

Defaults to All Employees. Select a single employee ID to view only memberships opened by that employee.

  • NOTE: The Employee ID used on this screen is always the employee that opened the membership, regardless of whether the membership is currently closed.

Name starts with

Defaults to blank. Enter the beginning of a last name to move to that name in the listing. (Member with a corresponding last name will appear at the top of the listing.

Name contains

Used after a list is created below. Use this field to enter a name or part of a name. The list will filter to show only members (Name column) who’s name contains this word or letters.

Account

Defaults to blank. Enter an account base to view only that account in the listing.

Include written off loans

Check to include written off loans.

IRAs

Defaults to include all IRAs. Select alternatively to select to show: Only IRAs, Only IRA CDs, Only IRA Shares or to Exclude IRAs

Activity

Select to show all accounts or only accounts that are open or closed.

Application type

Defaults to no Application Types selected. Use the Select button to reveal a screen where you can select the desired application types. Use the Ctrl key and select the required application types. Once selected, the count will appear next to the Select button.

Div application

Defaults to no Dividend Applications selected. Use the Select button to reveal a screen where you can select the desired dividend applications. Use the Ctrl key and select the required dividend applications. Once selected, the count will appear next to the Select button.

CD type

Defaults to no CD Types selected. Use the Select button to reveal a screen where you can select the desired CD Types. Use the Ctrl key and select the required CD Types. Once selected, the count will appear next to the Select button.

Loan category

Defaults to no loan categories selected. Use the Select button to reveal a screen where you can select the desired loan categories. Use the Ctrl key and select the required Designations. Once selected, the count will appear next to the Select button.

Business unit

Defaults to no Business Units selected. Use the Select button to reveal a screen where you can select the desired business units. Use the Ctrl key and select the required Designations. Once selected, the count will appear next to the Select button.

CD reissue

For certificates, use the drop down to select whether to view certificates that were opened for the first time during the defined period, renewed, or both. Certificates that were renewed will display an asterisk (*) in the Open/Reissue column.

Action Codes

Action Code

Description

Checklist

Use this action code to move to the “open” account checklist. (“Closed” account checklist can then be accessed via F9.)

This checklist can be used by your Member Service team to ensure each member receives the same level of service. Use this checklist to “check off” items on the list, such as filling out forms. You can also use this to audit this service.

SEE ALSO: Creating Checklists for information on configuring this list. (Checklists are configured in the by Dividend Application.

Credit Report

Use this action code to view and print a credit report for this member who owns the account selected. This helps assure you that a credit report was pulled for the member to be used for cross-selling purposes.

Inquiry

Use this to access the Inquiry screen of the member owning the account (for open accounts) or the Closed Inquiry screen of the member who previously owned the account (for closed accounts). Here you can find details of the member, including email address.

Household

Use this to view all the members that are currently enrolled in the household of the member to which the account belongs, view other members of that household, and manage details of the household.

 

Buttons

Button

Description

Export (F9)

Use this to move to a screen where you can choose to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker. This file will contain account base only. Or choose to export more data to use with CU*BASE Report Builder.

Member Connect (F10)

Access the Member Connect Setup screen, the gateway to sending online banking/and or email messages to members, as well as creating mailing labels, statement inserts and telemarketing trackers.

SEE ALSO: Marketing Campaigns with Member Connect

Disbursement Limit/Current Balance (F11)

Use this to toggle the last column between disbursement limit and current balance figures.

Analysis (F15)

Enter a nine screen analysis on the selected member. First you will select whether to use Current Files or End of Month files.

Web View (F22)

Launching the Web View dashboard will provide additional tools to subscribers to analyze data that can only be found in Analytics Booth, including more screen real estate to view more data at one time, different filters and graphics, and new ways to understand the data. Non-subscribers will be presented with a splash page.

Power Line (F23)

Use this button to launch an immediate trend line graph in Analytics Booth to help you better understand your data.

Not an Analytics Booth subscriber? Learn more in the CU*Answers Store.  

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IOCAD-01.htm