Member Age Analysis Report (2)

Description

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.)

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.

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.

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.

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.

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.

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.

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.

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.