Where Your Members Shop

Screen ID:  IPUANL-02 5007g.gif
Screen Title: Where Your Members Shop
Panel ID: 5007
Tool Number: 979
Data Source: ETRmmyy1, ETRmmyy2, ETRmmyy3
Snap Shot: As of Month End
    Click here to magnify

Access this screen by selecting "See These Members" when the list on the Where Your Members Shop dashboard has less that 100 merchants. View merchants on the previous screen.

  • NOTE: Because this dashboard uses End-of-Month data, activity during the current month will not be included.

  • NOTE: Individuals with an Employee Type code not equal to 0 (i.e. staff, board members, etc.) will be excluded from these results.

SEE ALSO: Knowing Your Members CU*BASE Relationship Management Tools

Learn about the Where Your Members Shop feature.

This screen lists data on the members who shopped at the filtered merchant list (on the previous screen).

Buttons

Buttons

Description

Export (F9)

Export to create a database file of member account numbers or of the data for use with report builder.

Member Connect (F10)

After creating a database file using the Export feature, use Member Connect (F10) to contact those members.

Common Bonds (F12)

Use this to view to select from one of the Common Bonds analysis tool to run for this group of individuals.