CU*BASE Query: Q-Checking/Draft (MEMBER2)

This Query is used to view information in the CU*BASE “MEMBER2” file. This file stores financial information used in the tracking of share draft/checking account types.

Specifications

File(s) used by this Query: MEMBER2

Access: Tool #209: Checking/Draft Accounts (MEMBER2)

Records will be grouped according to Dividend Application, with each group sorted in ascending order by Account Base. After each Dividend Application group, the system will show a total, average, and count for all accounts in that group, with grand totals at the bottom of the report.

The following fields will be displayed in this Query:

  • Share Type

  • Corporate ID

  • Branch Number

  • Account Number

  • Account Suffix

  • Current Balance

  • Average Balance (for the dividend period)

  • Open Month, Open Day, Open Year

  • Joint Owner Names 1 and 2

  • GL Account Number

Sample Conditions

The following table lists a few sample conditions which can be used in the Checking/Draft Query.

Description

 

Field

Test

Value

List how many checking accounts (Dividend Application “CK”) have been opened since the beginning of the year.

 

AND

AND

DIVAPL

DTOMTH

DTOYR

EQ

GE

GE

'CK'

01

96

Show all checking/draft account types with an average balance of $1,000 or more for the current dividend period.

CBAVGB

GE

1000.00

 

Clickherefor complete instructions on navigating around the “Display Report” screen or using the available buttons.