Spectrum Product Reports
Contents
VISA 10 PCT OVER 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 Loans. This version selects VISA loans, 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 PCT OVER 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
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Download BALANCE-GREATER-THAN-CREDIT-LIMIT
Created: 2016/09/01
SAFE-DEPOSIT-BOX
- Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.
Sample Report Output
Download SAFE-DEPOSIT-BOX
Created: 2016/09/01
IRA Required Minimum Distribution
- Reports detail information for all Members 72 years of age and older with IRA accounts.
- Calculates the RMD amount using the 2022 Life Expectancy Chart.
Sample Report Output
Date: 03/21/2022 IRA - Required Minimum Distribution Page: 1
Time: 10:50 AM RMD using 2022 Life Expectancy Table
Account SSN Member Name Birth Date Age
600 544-74-3017 EDDIE MURPHY 09-01-1947 74
Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31
Plan #: 1 Desc: 12I SFX: 43 Balance: 50,968.60
Total: 52,098.91 RMD: 2,043.09
601 258-62-3100 BRENDA BROWN 12-25-1946 75
Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31
Plan #: 1 Desc: 12I SFX: 43 Balance: 8,154.98
Total: 9,285.29 RMD: 377.45
602 544-74-3018 ROBIN WILLIAMS 09-02-1947 74
Plan #: 1 Desc: IRA SFX: 40 Balance: 565.15
Plan #: 1 Desc: 12I SFX: 43 Balance: 510.50
Total: 1,075.65 RMD: 42.18
603 258-62-3101 JACK JONES 02-02-1947 75
Plan #: 1 Desc: IRA SFX: 40 Balance: 2,260.54
Plan #: 1 Desc: 12I SFX: 43 Balance: 1,000.00
Total: 3,260.54 RMD: 132.54
Download IRA Required Minimum Distribution
Created: 2022/03/21
