View Members with Specific Account Balance
These steps explain how to view a list of members with savings account balances over a certain amount.
-
Launch Tool #813 Share/IRA Accounts (MEMBER1).
-
Select Current Account Balance (CURBAL) from the list of available fields on the Select Records screen.
-
Select Greater Than or Equal To from the drop-down menu in the Comparison column.
-
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.
-
-
Click the forward arrow.