Where Your Members Shop

Screen ID:  IPUANL-03 5007g.gif
Screen Title: Where Your Members Shop
Panel ID: 5632
Tool Number: 979
Data Source: ETRmmyy1, ETRmmyy2, ETRmmyy3
Snap Shot: As of Month End
    Click here to magnify

Access this screen by selecting an individual on the previous screen and using Select.

  • 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 shows an activity summary for an individual. The screen will display information about the member's ATM, debit card, online credit card, and ACH debit activity. You can drill down further on a line to see detailed information for that type of activity. Summary activity for all accounts is displayed at the bottom for comparison with the individual.