Member Name and Address Listing (1)

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

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LMBRNS-01

Member Name and Address Listing Selection

4611

LNBRN1, LMBRNX

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Access this screen by selecting Tool #502: Member Name & Address Listing.
IMPORTANT NOTE: You may want to check out the List Generator for an even more powerful and flexible tool to gather a list of member names and addresses.

Helpful Resources

Learn  how to create, change, and delete report automation settings.

Screen Overview

This is the first several screens used to produce the Member Name and Address Listing Selection Report. This screen allows you to choose which members should be included either in a printed report or a file for use with Report Builder. Using this and the following screens prints two reports, one documenting the selections made on the screen (LMBRNX) and one (LMBRN1) listing personal information about members who fall within these selections, including: name, address, SSN, birthdate, age, and the date the membership was opened, as well as other information.

On this screen, you may narrow down the list by specifying ranges for various settings such as Zip codes or branch number. You may also choose to select just a single application type, city, or state.

Make any selections desired and use Enter to proceed. If an Application type was specified, you will proceed to the Sub Application Selection Screen. If not, you will proceed directly to the Account Attribute Selection Screen.

IMPORTANT TIPS

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 final report selection screen. 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

Account base

To enter a single account or a numeric range of account numbers.

Account type

To include only members who have sub-accounts within a certain range of account suffixes.

Branch

To include only members assigned to a certain branch (member branch).

ZIP code

To include only members with a certain ZIP code or range of Zip Codes.

User-defined field 1

To include only members codes with a certain code or range of codes in the Mail code 1 field (MLCD1) on the MASTER record.

SEE ALSO: User Defined Field Codes

User-defined field 2

To include only members codes with a certain code or range of codes in the Mail code 2 field (MLCD2) on the MASTER record.

SEE ALSO: User Defined Field Codes

G/L account

To include only members who have accounts tied to a particular G/L account (member G/L) or range of accounts.

  • This relates to the G/L for the MEMBERx account suffix, such as 906.00 for IRAs.

Department

To include only members that have a certain code (or range of codes) in the Dept/Sponsor field on the MASTER record.

Employee Type

To include only members that have a certain code or range of codes in the Employee Type (EMTYPE) field on the MASTER record.

Application Type

To include only members with a certain type of account, enter an Application Type code here. (This is required if you plan to use criteria on subsequent screens that looks at MEMBERx account data.)

Click here for a list of valid codes.

If an application type is entered here, the next screen to appear will be the sub-account selection screen, where you can choose a single dividend application, certificate type, or loan category, depending on the code entered here.

City

To include only members with a certain city name on the MASTER record.

  • The city name needs to be spelled EXACTLY as it appears on the membership record, and cannot be abbreviated. (For example, if you want to locate GRAND RAPIDS, you cannot enter just GRAND.)

State

To include only members in a certain state (from the MASTER record).

 

 

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