Where Your Members Shop

Screen ID:  IPUANL-04 5007g.gif
Screen Title: Where Your Members Shop
Panel ID: 5630
Tool Number: 979
Data Source: ETRmmyy1, ETRmmyy2, ETRmmyy3
Snap Shot: As of Month End
    Click here to magnify

Access this screen by selecting a transaction origin (ATM, debit, credit, ACH) on the previous screen and selecting the lookup button .

  • 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 detailed transaction information for the selected individual and transaction origin. For example, you could review all debit card activity for the member for the previous month. Click on any column to sort.