Member Name and Address Listing (5)

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

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LMBRNS-05

Member Name and Address List Selection

4615

LNBRN1, LMBRNX

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Access this screen from the fourth trial balance screen.

This screen is used to specify the order in which the mailing labels should print. Enter a sequential number from 1 to 4 to specify the sort order. NOTE: Use the fields under the Totals column to enter your sort sequence.

You can also select 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.

(The 198 box in the upper right is no longer used.)

When ready, use Enter to proceed 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 F24-Save Settings.  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 F23-Retrieve Settings to populate the screen with the settings you have saved.  All saved settings can be viewed on the Report Automation: Standard Reports screen.    

Field Descriptions

Field Name

Description

Account #

Sorts by account base number.

SSN

Sorts by social security name.

Member name

Sorts by last name, then first name, then middle initial.

City

Sorts by city name.

State

Sorts by state.

Zip

Sorts by ZIP code (including Zip+4).

Employee #

Sorts by an optional employee identification number, such as a time card number (for individual accounts only) from the MASTER record.

Employee Type

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

birthdate

Sorts by birthdate.

Date account opened

Sorts by the account open date.

User Defined Fields 1

Sorts by the first user defined field

User Defined Fields 2

Sort by the second user defined field

Old Account #

Sorts by the Old Account #.

Export to file

Checking this box will allow you 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.

Report Sample

  6/29/12  14:39:33                                     CU*BASE CREDIT UNION                             LMBRN1           Page

     RUN ON   6/29/12                                Member Name and Address List                                    USER

                                                             by ZIP Code

 

                                                                                    Emp.               Old Acct#/     Wr       Date

     Acct# Member Name / Address Line #2    Address Line #1 / City/State/Zip   Dept Type   SSN / Emp# birthdate  Age Ad Cus  Opened

 

       111 TESTING A. MEMBER                123 MAIN STREET                             0  999-99-9999              62  0   0  5/12/65

                                            ANYCITY, MI  11111                                        1/01/1900

 

       333 DE L. STEVENS MEMBER             123 S. MAIN STREET                          0  999-99-9999              49  0   0  8/04/84

                                            ALLCITY, MI  40000-3310                                   1/12/1900

 

     44444 CAROL M. MEMBERSKI               15848 MAIN STREET SW                   3    0  999-99-9999              48  0   0  5/15/71

                                            ANYCITY, MI  48000-2905                                   8/23/1900

    

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LMBRNS-05.htm