Difference between revisions of "Spectrum Product Reports"
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Revision as of 20:30, 31 August 2020
Contents
VISA-10-PERCENT-OVR-CREDIT-BAL
- Visa Accounts More Than 10% Over Credit Limit
- This report is designed to select all members who are 10% or more above their credit limit on their Visa Accounts. This version selects VISA cards, suffix 96.
Sample Report Output
Date: 02/23/2022 Page: 1
Visa Accounts 10% + Over Credit Limit
# of Days
Account Name and Address Credit Limit Balance %Over Due Date Past Due
========================================================================================================
47842 KEVIN H SIMONDS $3,000.00 $12,470.00 315.66% 10/31/2006 5594
3517 LASSEN AVE
PHILADELPHIA, PA 19102
5138 STANLEY W JOHNSON $5,000.00 $12,470.00 149.40% 07/31/2006 5686
3456 S.E. ALDERSON
MANCHESTER, NH 3108
1032 CHRIS MANZUK $5,000.00 $5,615.38 12.30% 12/31/2006 5533
2233 11TH AVE
PANAMA CITY, FL 32413
========================================================================================================
Grand Totals -> $13,000.00 $30,555.38 135.04%
Download VISA-10-PERCENT-OVR-CREDIT-BAL
Created: 2016/09/01
BALANCE-GREATER-THAN-CREDIT-LIMIT
- This reports specified loans where the balance is greater than the credit limit.
- This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE > MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT > 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc
Sample Report Output
DATE: 02/23/2022 PAGE: 1
TIME: 11:35 AM VITAL SOFT CREDIT UNION
ACCOUNTS OVER CREDIT LIMIT
****************************************************************************************************************
ACCOUNT: 5138 CDT LMT: $5,000.00 LAST PYMT: 09/30/2002 LOAN BEACON: 800
SFX : 96 CUR BAL: 12,470.00 DUE DATE: 07/31/2006 APR: 9.7500%
NAME : STANLEY W JOHNSON AMT OVR: $7,470.00 DATE OVR LMT: 09/04/1996 MBR BEACON: 734
% OVR: 149.40%
TIMES OVR: 12 PMT HISTORY: 2-2-2-2-1-1-1-0-1-1-1-1
---------------------------------------------------------------------------------------------------------------
Download BALANCE-GREATER-THAN-CREDIT-LIMIT
Created: 2016/09/01
PRODUCT-TRACKING-CURR-MONTH
- Reports new products by teller for the current month.
- This report tracks new products for the current month by teller. This report requires the following databases be opened; UNIX(membrs, membr2 and histry) and MPE (membrs.data, membr2.data and histr? - whatever the current month history is.) This report requires branch name modification in the final pass as well as product type via suffix in the first pass. Other modifications may be required.
Sample Report Output
Download PRODUCT-TRACKING-CURR-MONTH
Created: 2016/09/01
PRODUCT-TRACKING-PRIOR-MONTH
- Reports new products by teller for the prior month.
- This report tracks new products for the current month by teller. This report requires the following databases be opened; UNIX(membrs.report, membr2.report and histry) and MPE (membrs.report, membr2.report and histr? - whatever the prior month history is.) This report requires branch name modification in the final pass as well as product type via suffix in the first pass. Other modifications may be required.
Sample Report Output
Download PRODUCT-TRACKING-PRIOR-MONTH
Created: 2016/09/01
SAFE-DEPOSIT-BOX
- Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.
- N/A
Sample Report Output
Download SAFE-DEPOSIT-BOX
Created: 2016/09/01
