Member Age Analysis Report (2)

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

images\kb_closed_shg.gif

LAGESC-01

Age Distribution Analysis

529

LAGE1

images\529g_shg.gif
Click here to magnify

Access this screen by pressing Enter on the first Age Distribution Analysis screen.

When all desired age groups are defined on the first screen, use Enter to proceed to this screen..

On this screen complete all fields (described below) to define which data should be used for the analysis. For example, you can see an age breakdown for members that have certain types of savings accounts, or show an age breakdown for your borrowing members only.

Use Enter to generate the report. A sample report is shown below.

Field Descriptions

Field Name

Description

Processing date

Enter the month and year for which data should be shown.  Normally three previous months are available.  To run a report using month-end data prior to the months held online, contact a Client Services Representative.  (There is a charge if this service is requested.)

Include share type accounts only

If you wish to analyze your membership based only on share-type accounts, check this checkbox. Be sure to uncheck the Include loan type accounts only field.

  • Each Application Type (SH, SD, CD, IR, TX) will appear on its own page, not combined.

Dividend application type

If Include share type accounts only is set to Yes, you can use this to analyze only members with a specific share product. Enter the Dividend Application code here. (For example, you could analyze by age all members who have a VIP Checking Account product, by entering the Dividend Application code for that product here.) Leave the field blank to include all share accounts.

Include loan type accounts only

If you wish to analyze your membership based only on loan-type accounts, check this checkbox. Be sure to uncheck the Include share type accounts only field.

  • Closed-end (LN) and open-credit (OC) loans will appear on separate pages of the report, not combined.

Loan category type

If Include loan type accounts only is checked, you can use this to analyze only members with certain types of loans. Enter the Loan Category code here. (For example, you could analyze by age all members who have a mortgage loan, by entering the Loan Category code for that product here.) Leave the field blank to include all loan accounts.

Include charged off loans

If Include loan type accounts only is checked, use this field to choose that report calculations should include written-off loans (category 99).

  • CU*TIP: To analyze the age breakdown just for members that have written off loans, check this checkbox, set the Loan category type to 99, and clear the Application type field.

Certificate type

If Include share type accounts only is checked, you can use this to analyze only members with a specific share product. Enter the Certificate Type code here. (For example, you could analyze by age all members with a 12-month IRA certificate, by entering that CD Type code here.) Leave the field blank to include all certificates.

Application type

To limit the analysis to only certain types of share or loan accounts, choose one of the following application types. (Be sure to select one that matches the type of accounts specified above in the Include... flags, either share types or loan types.)

Share Types
SH (regular, non-IRA share accounts)
SD (share draft/checking accounts)
TX (tax escrow share accounts)
CD (certificate accounts, both IRA and non-IRA)
IR (IRA share accounts)

Loan Types
LN (closed-end loan accounts)
OC (open line-of-credit loan accounts)

To include all application types (either shares or loans, depending on the settings in the Include... fields above), leave the field blank.

General Ledger #

To analyze members based only on a single member G/L account (such as 903-02 for special share accounts), enter the G/L account number here. Leave the field blank to ignore the member G/L designation.

  • This is helpful in situations where more than one dividend application is under the same member G/L.

 

Report Sample

This sample shows only share type accounts with Application Type SH.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LAGESC-01.htm