New Account Report

Screen ID:  Screen Title:  Panel Number: Report Name:

LNWAC-01 New Account List 4623 LNWAC

Click here to magnify

Access this screen by selecting Tool 548: New Account Report.

Helpful Resources

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

What are Open and Close Reason Codes, and where is this data stored in CU*BASE?

Analytics Booth: Power Line

Use the Power Line (F19) button to launch an immediate trend line graph in Analytics Booth to help you better understand your data. Not a subscriber? Learn more in the CU*Answers Store.

Check out this video: Analytics Booth at a Glance

Use this report:

• To provide statistics needed for employee incentive campaigns for opening new accounts, such as Certificate

• To ensure that the correct forms are sent to members who open their accounts through Online Banking

• To compare how many accounts are opened at each of your branches

• To report to the Board of Directors information on a new product that you are tracking

Check the “Export detail to file” go to the screen where you can choose to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker. This file will contain account base only. Or choose to export more data to use with CU*BASE Report Builder.

• Note: If an Open Date has been altered to a different month, the account will not show on the report, as the report uses EOM snapshot data to compile the report. However, the New Account Dashboard uses current data at the time, and will show a more complete picture of all accounts.

Practical Uses of this Report

Use this report when you are running a campaign for opening new accounts to determine who has opened accounts. Review this report for new accounts that have been applied for through Online Banking to ensure that your members receive the proper forms.

How do I create the report?

This report allows you to select the Month/year to process and an optional Application Type (and optional Dividend Application/Certificate Type for all Application Types that are not loan types). If an Application Type of LN or OC is selected, you can narrow the results further down by selecting an optional Loan Category, Loan Purpose and Loan Security code. A Summary Report will print at the end of this Detail 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.  You can also edit your settings using F23-Retrieve Settings.  All saved settings can be viewed on the Report Automation: Standard Reports screen.

Field Descriptions

Field Name	Description
Month/year to process	Required field to select the month/year to process the report.
Application Type	Optional selection to choose a Dividend Application Type.
Dividend Application	Optional selection if you select and Application Type of SH, SD, IR, or TX and press Enter. This number represents a further breakdown of the Application type.
Certificate Type	Optional selection if you select a CD Application Type and press Enter. This number represents a further breakdown of the Application Type.
Loan Category	Optional selection if you select a LN or OC Application Type and press Enter. This optional field allows you to select a code that defines how the loan will be handled by the system.
Loan Purpose	Optional selection if you select a LN or OC Application Type and press Enter. This optional field allows you to select a code that defines what the loan will be used for.
Loan Security	Optional selection if you select a LN or OC Application Type and press Enter. This optional field allows you to select a code that defines how the loan is secured.

 

Report Sample