Closed Member Account Report

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

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LCLAC-01

Closed Account List

4601

LCLAC


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Access this screen by selecting Tool #213: Closed Account Report.

Helpful Resources

Visit Show Me the Steps for easy instructions on using Automated Reports to create, change, and delete report settings.

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Use this report:

Practical Uses of this Report

Use this report to monitor closed member accounts. This report tells you at a glance which accounts have closed along with the date and amount of the final transaction. On the right, the Reason Code for the account closing is listed giving you immediate feedback into the reason for the account closing.

How do I create the report?

The Closed Member Account Report allows you to select the Month/year to process and allows you to select to show certain information including the account number/Name ID, member name, and member information. After selecting an Application Type, press Enter to view Select buttons allowing you to filter the report by other selectors, such as Loan Category, Dividend Application Type and Loan Dealer.

Use the Data Sources (F15) button to view the files and fields used to generate the report.

How Do I Save/Retrieve My Report Settings?

For more details on setting up this feature, refer to the Automating Reports and Queries booklet, available on the CU*BASE Reference page. 

This report can be used with the “Report Scheduler,” a time-saving automation feature that allows you to select and save the filters you use to run several commonly used reports and then set these reports to be run automatically by our operations staff on the first of the month.  Or you can save the settings and run them manually by yourself at any time.

To save your report settings, first select your filters, including printer (can be a physical printer or the HOLDxx or MONTHxx OUTQs).  Then select Save Settings (F24).  On the next screen name your settings (we recommend adding your name!), and designate whether you wish to run this manually or if you wish for operations to run the report.  At a later time, use Retrieve Settings (F23) to populate the screen with the settings you have saved.  You can also edit your settings using Retrieve Settings (F23).  All saved settings can be viewed on the Report Automation: Standard Reports screen.

Field Descriptions

Field Name

Description

From month/year

Select the beginning of the date range to analyze

To month/year

Select the end date of the date range to analyze

Application Type

Select the dividend application to analyze

Export report to File

Select this box to move to the Export selection screen where you can choose to export the information in this report for use with Member Connect or for Report Builder.

Report Sample

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