Comparing Member Transaction Activity

Description

Shows the Origin Code (transaction type) that was selected on the Member Analysis-Transaction Activity screen (teller posting, share drafts, etc.).  Use the lookup button (functions as a Select button) to the right of this field to change the Origin Code.

Note: You can only select one option here.

Allows you to select which periods you’d like to compare for the calculation in the last two columns (“Percent” and “Difference” columns).

Note that “period” refers to the column:

Period 1: First column (Last Month)

Period 2: Second column (Two Months Ago)

Period 3: Third column (Three Months Ago)

For example, if you compare period 1 to 2, and you select Debit $ in the Items to compare drop-down menu, then the system will subtract the debit amount in column 2 from the debit amount in column 1 and display the difference in the last two columns (as a percentage in the Percent column and as a dollar amount in the Difference column).

On the other hand, if you instead compare period 2 to 1, and you select Debit $ again, then the system will instead subtract the debit amount in column 1 from the debit amount in column 2 (essentially the opposite from the example above) and display the difference in the last two columns.

Note that only those differences at or above the dollar amount (if you choose to compare Credits $ or Debits $) or transaction number (if you choose to compare Transactions #) entered in the Difference field will display in the last two columns (Percent and Difference columns).

Also note that the entire dashboard will be sorted in descending order by the difference as a percentage (listed in Percent column).

Use these to define which transactions are used in the calculation for the Percent and Difference columns. 

Enter a dollar amount (if you choose to compare Credits $ or Debits $) or transaction number (if you choose to compare Transactions #) in this field.

For example, if you enter 1000 in this field, and you had selected Credits $, then the dashboard will show only those accounts with a difference of $1,000.00 or more in credit (deposit/payment) transaction amounts between the two periods you chose to compare.

The member’s account number; use the lookup button to the right of this field to go to the Current Month Activity Compare screen to see transaction activity for a specific member.

The transaction type.

The number or amount (depending on what you select in the Items to compare drop-down menu) of debit transactions the member conducted for the month.

The number or amount (depending on what you select in the Items to compare drop-down menu) of credit transactions the member conducted for the month.

The total number of transactions the member conducted for the month.

Calculated using the Compare period x to x and Items to compare and Difference > fields described above. Note that items in the list are sorted in descending order by this calculated percentage.

Calculated using the Compare period x to x and Items to compare and Difference > fields described above.

For example, on the screen displayed above, since we chose to compare debit dollar amounts for period 1 (last month) to those of period 2 (two months ago), the system subtracted $17 (period 2) from $123,347 (period 1), and listed the difference of $123,330 in the last column (Difference).