View Where Your Members Shop

These steps explain how to find out where your members are spending their money.

  • Knowing this could be useful in forming partnerships with nearby businesses so they can gain more customers and your credit union can gain more members.

  1. Launch Tool #979 Where Your Members Shop.

  2. Select which forms of payment you'd like for your report in the Data selection drop-down menu on the Where Your Members Shop screen.

  3. Click the forward arrow.

  4. Once the report populates, you'll see the transactions listed by merchant.

    • Click Member Connect if you'd like to contact (via email or other method) this group of members for marketing purposes.