Difference between revisions of "Deposit Reports"

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{{SampleContext|
 
{{SampleContext|
 
name=Aggregate Share Balance by SSN|
 
name=Aggregate Share Balance by SSN|
ctx=AGG-SHARE-BY-SSN|
+
link=AGG-SHARE-BY-SSN.ctx|
 
desc1= Reports top 100 members by their aggregate share balance by SSN. Uses Multi-Pass Reporting and contains 3 reports. |
 
desc1= Reports top 100 members by their aggregate share balance by SSN. Uses Multi-Pass Reporting and contains 3 reports. |
 
desc2=The first report, or pass, will aggregate all open and non-charged-off shares per SSN.  The second report is a Summary listing the SSN and the Aggregate Dollar Amount.  The third report is a detail listing of each SSN with all of the associated accounts, suffixes and balance.|
 
desc2=The first report, or pass, will aggregate all open and non-charged-off shares per SSN.  The second report is a Summary listing the SSN and the Aggregate Dollar Amount.  The third report is a detail listing of each SSN with all of the associated accounts, suffixes and balance.|

Revision as of 00:04, 10 July 2020

Aggregate Share Balance by SSN

  • {{{h1}}}
Sample Report Output
                        **** Summary Report ****
Date: 08/23/2021                                           Page:     1
Time: 12:26 PM       Members Aggregate Share report by SSN
                           $100,000.00 Plus Members
                                (Totals Only)
 
                SSN#    Member Name                      Total Shares
______________________________________________________________________
            540-81-0270 TIMOTHY BLESS                   12,527,505.06
            541-89-2858 SCOTT R ERNEST                   3,745,162.29
            540-73-2166 LARRY D PAULSON                    899,544.87
            528-95-2050 JUDY PANDS                         745,256.14
            238-38-5192 CHERYL M ALTENHEISS                555,468.57
            252-98-8282 BEVERLY HOLLIS                     288,157.15
            888-55-2222 DENNIS STEIGMANN                   220,243.98
            852-69-5874 DEBORAH PITZER                     210,373.50
            444-44-4444 JOHN PATTERSON                     189,695.12
            856-98-6598 MURIEL HEMMINGWAY                  184,244.96
            142-57-8555 JAMES N PADDOCK                    180,529.36
            888-88-8888 MARY SMITH                         169,139.28
            111-22-3333 DAVID TANK                         165,148.46
            543-71-3252 CAROLYN LERAY                      164,885.94
            535-63-5637 TOMMY JONES                        140,923.02
            558-72-5234 GEORGIA WALLACE                    140,442.71
            541-83-5998 CLYDE A FRIED                      135,076.87
            565-93-5808 RICHARD A ANDERSON                 134,884.75
            505-77-1550 DONALD L SAINERBECK                131,607.92


                        **** Detail Report ****

Date: 08/23/2021                                               Page:     1
Time: 12:50 PM         Members Aggregate Share report by SSN
                             $100,000.00 Plus Members
                                  (All Suffix's)
     SSN#    Member Name                        Account-Sfx       Balance
__________________________________________________________________________
 540-81-0270 TIMOTHY BLESS
                                                  19137-00  12,491,780.40
                                                  19137-10      35,724.66
                                                           _______________
                                            Account Total:  12,527,505.06
                                                SSN Total:  12,527,505.06
 
 541-89-2858 SCOTT R ERNEST
                                                  46799-00   3,745,162.29
                                                           _______________
                                            Account Total:   3,745,162.29
                                                SSN Total:   3,745,162.29
 
 540-73-2166 LARRY D PAULSON
                                                  56000-00     874,155.10
                                                  56000-01       2,886.14
                                                  56000-02         654.90
                                                  56000-03       2,352.51
                                                  56000-04       2,669.08
                                                  56000-05       4,108.96
                                                  56000-06      11,738.38
                                                  56000-16         979.80
                                                           _______________
                                            Account Total:     899,544.87
                                                SSN Total:     899,544.87

Download Aggregate Share Balance by SSN
Created: 2016/09/01
Last Updated:
2020/07/09