New - Closed Membership Analysis (1)

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images\kb_closed_shg.gif

IOCMA-01

Open-Closed Membership Analysis

4023

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Access this screen by selecting whether to use current or month end files on the previous screen.

Click here to go to the topic for the second dashboard and here for the topic for the third dashboard.

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

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

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 first of the New-Closed Membership Dashboards.  Use this analysis to view data on the memberships of the accounts you selected on the first screen.

View statistics on age by age group, including count and percent. The analysis is broken down by all memberships, by individuals (Membership Designation MI) and by organizations (Membership Designation MO).

Press Enter to move to the second Open-Closed Membership Analysis screen.

 

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