Call Saving Account Summary Report

Call Saving Account Summary Report

Purpose

To provide the client with a transactional history and balance of a Call Savings account

Rules for selection of transactions to appear on summaries
  1. The transactions are not grouped
  2. Transaction value date is within the Transaction Date Range specified on the report

Timing

Account Summaries may be run at any time for a specific date range, or account life

Access

  1. Call Savings | Print Call Saving Account Summary Report
  2. Call Savings | Access Call Accounts | Call Account Details | 

Report

The report dialog presented is:

Report Specific Parameters

Field
Explanation
Include Summaries with No Transactions
Check this flag on if accounts which have had no transactions during the date range are still required to print a summary

Note: Account must still be open and active



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