Escrow Analysis Report
Access this screen by selecting Tool #1690: Escrow Collateral Report.
This report displays information for members with future escrow disbursements. The report can be run by escrow payee or escrow type. The report lists the member name and collateral address and collateral tax ID (which are pulled from the first collateral record on file for the member) along with the associated payee and escrow type description.
Because this report does not contain account numbers, credit unions can provide to payees, for example municipalities like City of Grand Rapids.
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.