Management
Reports for
Credit Unions

  An effort has been made to categorize reports available on this site to coincide with Summit's reference manuals.

Management reports refer to a collection of reports that presents summarized data in a text and/or graphical format. These reports generally give management summarized operational data.

Management reports may also be found in other areas if the data is specific to a topic (e.g. shares). The reports will be included here if they are not specific to one of the included topics or if the report summarizes data from more than one topic.

This management report summarizes member profiles based on the members' age and on the age of the account. It includes graphic representations of the results.
Detail   |  Download  (41Kb)   |  Sample Report

This management report summarizes member profiles based on the department code.
Detail   |  Download  (29Kb)   |  Sample Report

A detail list report of valid credit union members for the annual meeting.
Detail   |  Download  (34Kb)   |  Sample Report

This report creates a KSAM database that stores transaction information for tellers in the accounting centers specified.
Detail   |  Download  (55Kb)

This report summarizes the transactions performed by tellers during the day. This report, combined with the branch transaction database report, allows you almost complete flexibility over commands, tellers and time frames reported.
Detail   |  Download  (32Kb)   |  Sample Report