View Members Enrolled in Text Banking

These steps explain how to view a report indicating how many members have enrolled in text banking.

• These steps help you gauge how popular text banking is among your membership.

• At the bottom of the report, the total number of members enrolled in text banking will be indicated by the number beside the word “Count.”

1. Launch Tool #100 Report Builder (Query).

2. On the Build a Report screen, in the Option drop-down menu, select 1=Create.

3. In the Name field, enter the name you’d like to give your report.

4. In the Location field, enter "QUERYxx" (xx being your two-letter credit union ID).

5. Click the forward arrow.

6. On the Report Builder - Main Menu screen, click the Choose Files (Where is data coming from?) button.

7. On the Specify File Selections screen, in the File name field, enter "MOBMBRCFH."

8. In the Location field, enter FILExx (xx being your two-letter credit union ID).

9. Click the forward arrow.

10. Click the forward arrow again to confirm.

11. On the Report Builder - Main Menu screen, click the Choose Records button.

12. On the Select Records screen, in the Field Name field, enter "MHSTATUS."

13. In the Comparison drop-down menu, select Equal To.

14. In the Criteria field, type ‘A’ (with single quotes).

15. Click the forward arrow.

16. On the Report Builder - Main Menu screen, click the Create Totals and Sub-Totals button.

17. In the MHSTATUS row, select Count from any of the drop-down menus.

18. Click Preview Report.

Learn More

	Learn more about using Query to view mobile text banking statistics.
	Learn more about It's Me 247 Mobile Text Banking.