Deposit Account Activity Profile image

Deposit Account Activity Profile

By Redstone Federal Credit Union

Streamline deposit account activity review and reporting with this new screen and printable report. With this app, staff can quickly review the number of occurrences and dollar amounts of a variety of deposit account transactions in both tables and charts as well as generate a printable report.

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Meta information

Platform

DNA

The Deposit Account Activity Profile application provides for transactional activities of a deposit account and presents the results in both tables and charts. It allows a user, such as a financial service representative, to quickly review the number of occurrences and dollar amounts of a variety of transactions including check deposits and withdrawals, electronic deposits and withdrawals, incoming and outgoing wire transfers, insufficient funds, uncollected funds, and charge backs for any given time period. The user can also view the source breakdown or timely distributions of transactions in graphic charts. Print functionality is provided for a summary of account activities in a pre-formatted report. This application streamlines account activity review and reporting processes.

Benefits

  1. A snapshot of transactional activities of a deposit account
  2. View and present transactions in tables as well as graphics
  3. Generate and print report in PDF format

App Information

Version
2.0.0.0 - Published October 2016
Developer Website

Specs

DNAapp Type: Screen

Developed with DNAcreator™

DNAX File Name: DepAcctProfile.dnax