eStatement Enrollment Report

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

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LINDMES-01

E-Statement Enrollment Report

3286

LINDMESTAL

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Access this screen by selecting Tool #366: eStatement Enrollment Report.

Get the member's perspective with this online banking video: Enrolling in eStatements (More videos below!)

Screen Overview

Use this screen to generate a report listing members who are enrolled in E-Statement and who have accepted the Online Banking Indemnification Agreement, those who are enrolled and have not accepted the agreement, or all enrolled members. Use the Export report to file option to use this data for use with Member Connect or Report Builder.

Field Descriptions

Field Name

Description

Show members with E-Statement Enrollment Date on or after mmddyyyy

This is a required field. Select the date that determines which members will show on the report. Members enrolling in E-Statements on or after this date will appear on the report.

Include Only members who have

Select from three choices:

Not accepted the usage agreement: Selecting this option will show members who were enrolled in E-Statements on or after the date selected in the previous field, but have not accepted the Online Usage Agreement.

Accepted the use agreement: Selecting this option will show members who were enrolled in E-Statements on or after the date selected in the previous field, and also have accepted the Online Usage Agreement.

Show all members: Selecting this option will show all members who were enrolled in E-Statements on or after the date selected in the previous field, regardless of whether they are have accepted the Online Usage Agreement.

Export report to file

Check the check box next to Export report to File to export the data for use with Member Connect or CU*BASE Report Builder (Query).

Online banking use agreement last updated on

This date is the last time the online banking usage agreement was updated by your credit union

Report Sample

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Additional Video Resources

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

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