Tool #788 Selective Loan Information Report only looks at open loans with the potential exception of written-off loans. The CU*Answers Lender*VP team recommends using Tool #552 New/Closed/All Accounts Dashboard instead, as it will show an open date and closed date on the screen if the account has been closed already. 

Tips for this dashboard:
  • Use the entry screen to select accounts that were opened or closed during a specific period.
  • Use the associated open or closed Checklists for quality control to ensure that all members received standardized service.