View Members with Specific Account Balance

These steps explain how to view a list of members with savings account balances over a certain amount.

  1. Launch Tool #813 Share/IRA Accounts (MEMBER1).

  2. Select Current Account Balance (CURBAL) from the list of available fields on the Select Records screen.

  3. Select Greater Than or Equal To from the drop-down menu in the Comparison column.

  4. Enter the balance threshold in the Criteria column.

    • For example, if you'd like to view a list of members with balances over $10,000, you would enter 10000.

  5. Click the forward arrow.

Learn More

Learn more about the CU*BASE Report Builder feature.