Overview: Instant Reports - Send Reports Direct to CU*Spy

Helpful Resources

Are Instant Reports retained on our Monthly Reports Archival CD?

We have an in-house eDOC server. Are Instant Reports retained on our Monthly Reports Archival CD?

I'd like to have a PDF copy of a report that I can include in my Board packet. I know I can get that from CU*Spy for daily and monthly reports, but what about a report I'm generating myself?

Overview of Instant Reports (INSTANTxx)

Enter INSTANTxx (where xx is your credit union CUID) as the printer name when printing any CU*BASE report.  When the report is generated it will be sent directly to the new INSTANT OUTQ.

• NOTE: Only reports can be sent to INSTANTxx.  Loan forms, notices, etc. cannot be sent to INSTANTxx.

• Is the sending of loan forms and accounts payable forms to the INSTANTxx OUTQ warranted? What about other forms that have a signature, overlay, or logo? What can to CU*Spy processing if I print one of these forms to this OUTQ?

CU*Spy will regularly monitor for reports sent to this queue and within a few minutes, you’ll see the report under the “Instant Reports” tab in CU*Spy.  

• NOTE:  This feature is currently only available with the CU*Spy online vault.  

• INSTANTxx OUTQ routing may be impacted at certain periods, for example beginning and end of day processing on the first day of the month when many reports are generated. In these instances, standard “instant” routing is not warranted, and may be slightly delayed. The reports, however, are queued and sent to CU*Spy. Please contact a Client Service Representative if you feel your reports are not archiving in a reasonable length of time.

Beyond the obvious benefits included in the PDF format, this solution also allows you to use other CU*Spy features, such as the ability to search reports, combine reports, and add notes.  Plus, at end of day these reports will all be archived for future use!

• A word of caution: Since the reports are archived, be aware that heavy use of this feature will result in a large amount of data being saved to the archive and to CD.  So if you just want to take a quick look at a report and not store it long term, use the HOLDxx OUTQ as usual instead.

• NOTE:  Self Processors: A subsystem must be activated to use this feature.  Contact Operations for more details. 

Important Note

REMEMBER: Once a report is in CU*Spy, you cannot delete it. Be very cautious about putting meaningless or partial reports into CU*Spy. Avoid randomly running queries that are set to push a report to INSTANTxx because EACH TIME it will push a report and you may accidentally end up producing 5-6+ copies of the same report. Another situation to avoid is accidentally running the query each time that you are simply making a change or update. You may end up with 5-6 versions which makes it difficult for yourself or other users to remember which one was the “real” report later.