As of May 2019, the following reports can be set up in the Report Scheduler. More reports are being added all the time, though. To see if your report is included, simply look for the "Save Settings" button on the screen when you are running your report.
- Tool #108 Accrued Dividend Summary Rpt - CDs
- Tool #190 CD Maturity Analysis Report
- Tool #191 CD Selective Trial Balance Report
- Tool #213 Closed Account Report
- Tool #218 Closed Membership Report
- Tool #280 Contingent Liability Analysis Report
- Tool #321 Cross Sales Analysis Report
- Tool #381 General Transaction Register
- Tool #407 Investment Maturity Report
- Tool #408 Investment Trial Balance Report
- Tool #412 IRA Contributions & Fair Market Value
- Tool #461 Loan Delinquency Analysis Report
- Tool #466 Loan Interest Analysis Report
- Tool #471 Loan Purpose Code Analysis Report
- Tool #474 Loan Security Code Analysis Report
- Tool #487 Mbr Trial Balance Listing – Select Info
- Tool #493 Member Account Adjustments Report
- Tool #502 Member Name & Address Listing
- Tool #545 NCUA Share Insurance Report
NOTE: Automated settings for this report cannot be run on current month files.
- Tool #548 New Account Report
- Tool #550 New Membership Report
- Tool #554 New/Refinanced Loan History Report
- Tool #556 Non-Transactional Overrides Report
- Tool #578 Particip. Loan Delinquency Analysis Rpt.
- Tool #590 PLI Trial Balance
- Tool #633 Print BSA/SAR Activity Report
NOTE: It is important to select the correct date range settings for this report automation. See the booklet Bank Secrecy Act Monitoring Tools on the CU*BASE Reference Page for more details.
- Tool #636 Print Check Disbursement Register
- Tool #637 Print Collection Delinquency Report
- Tool #642 Print Escrow Disbursement Listing
- Tool #644 Print File Maintenance Report
- Tool #650 Print GL Trial Balance (monthly)
- Tool #679 Print Risk Score Analysis Report
- Tool #771 Rural Development Part. Loan Detail Report
- Tool #788 Selective Loan Information Report
- Tool #835 Print Subsidiary Trial Balance Detail
- Tool #843 Teller Activity Analysis Report
- Tool #848 Teller Activity Report
- Tool #868 Transaction Override Report
- Tool #1028 FUEL Decision Performance Report
- Tool #1150 Indirect Loan Reserves Report