CUFS File Maintenance Report

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LFMLOG-01

CUFS File Maintenance Report

4605

FLMLOG

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Access this screen by selecting Tool #644: Print File Maintenance Report.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to monitor file maintenance reports and complete other tasks related to employee security and monitoring.

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

Screen Overview

This report prints and on demand version of the CUFMAINT data. It is a great report to use for more extensive research pertaining to maintenance which has been done on a specific member’s account or over a specific period of time. No need to pour through days of maintenance logs looking for each instance of maintenance on that one account. Use this report to monitor employee activity and to watch for suspicious activity. View this data a month at a time or a single account at a time so that you can either view all the maintenance done or hone in on a specific account you are monitoring. This report can be used in conjunction with the online File Maintenance Inquiry dashboard and the CU*Spy End-of-Day Maintenance Log CUFMNT Version Report (LELOG2).

Selection criteria allow you to optionally select a specific account base, account type, maintenance date, maintenance program, or employee ID.  

Viewing data center employee activity:

Check the “Export report to file” checkbox to export this information to a file for use with Report Builder. If you select this option, an additional screen will appear, allowing you to enter a filename.

What happens if a manual freeze is placed on an account?

You can to select to place a manual freeze (1-3) on a loan and remove the account from having its freeze code from being changed by delinquency monitoring.  Learn more about placing a manual freeze on a loan.  In this case, in addition to the freeze code change, a FRZIND code change will also be recorded. 

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.  

Report Sample 

 

 

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