Terminology: "Library"

A Library (referred to as “Location” on most Report Builder screens) is a storage location for tables (files), similar to a file cabinet. A library can also store custom reports that you create and save.

For CBX users, the library names to be used are as follows (in place of the xx, substitute your credit union's two-character CUID):

Custom Reports and Inquiries: QUERYxx

Current Data Tables (Files): FILExx

Month-End Data Tables (Files): FILExxE

CBX security ensures that a credit union is only able to access its own libraries and tables (files).