Printing a Member Transaction History Report
| Screen ID: | LSTAT-01 | 
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| Screen Title: |
Account Status Print |
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| Panel ID: | 4777 | |
| Tool Number: | 665 | |
| Report Name: | LSTAT | Click here to magnify |
Access this screen by selecting Tool #665 Print Member Transaction History (Shortcut: list).
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Check out the video related to this topic: Printing Transaction History (More videos below!) |
Helpful Resources
Screen Overview
Use this screen to obtain a printout of all the transactions that have posted to a particular account. You can request several accounts to print at the same time. Enter the data for the first account and use Enter to refresh the screen. The system prints the transaction history for each account selected when you use the up arrow (F7).
Enter an account or use the 
to view the ten most recent accounts that
you accessed.
The automatic service charge posting fields are an optional service your credit union may or may not use. Contact a CU*BASE representative for information about this feature. Also, any fees that are manually waived will be included on the Fee Waiver Information Report (Tool #371).
CU*TIPS:
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The “Narrow” format of this report will NOT display the account number for any transfers to or from another member account. Instead, the other member's name will appear below the transaction description. This is a great report to print to be given to a member. The “Full” format will show both the account number and name for inter-member transfers, which makes it good for credit union research purposes.
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The “Full” format can be helpful if you need to see the Trans ID (sequence #) of a particular transaction.
Field Descriptions
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Field Name |
Description |
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Copies |
The number of copies to be printed. |
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Printer |
The printer ID where the report should print. |
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Account # |
The member account number and suffix. |
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Starting business date |
The first business date for transactions to be printed. This will appear at the top of the printed report. What is Business Date? |
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Ending business date |
The last business date for transactions to be printed. This will appear at the top of the printed report. What is Business Date? |
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Report format |
Use “N” for a normal 80-column report, which can be printed on standard 8 ½” x 11” paper. Remember that this format hides account numbers for other member accounts on transfer transactions. Use “F” for a full 132-column report. Remember that this format shows both name and account number for transfers to/from other member accounts.
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Post service charge Account type to charge Service charge amount |
Use these fields to indicate whether or not a fee should be charged to the member for printing this report, and which account number the fee should come from. The amount of this charge is set up in system configuration and cannot be changed on this screen. (Any fees that are waived completely will be included on the Fee Waiver Information Report (Tool 371).
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Report Sample
The following is a sample of the Normal, 80-column Transaction Register report:
Following is a sample of the Full 132-column report with all account information included:
Additional Video Resources
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Check out these additional video resources! |
View more Phone Operator videos.
Visit the CU*BASE video library.