5 Creative Ways to Use Dynamic Reporting in AccuAccount

Bankers need on-demand access to reliable, actionable business information. Your core banking system can be a great source of data, but it’s not your only option.

AccuAccount, our core-integrated system that’s used by 15,000+ bankers, makes it easy to build, share, and export custom data reports. Our drag-and-drop reporting interface, Dynamic Reporting, allows bankers to efficiently get the data they need to be successful.

Exception Report by Officer

Here are five creative use cases for AccuAccount Dynamic Reporting.

Interested in learning more about our reporting solutions? Contact us to schedule a demo. Existing customers can try Dynamic Reporting for free!

1. Loans Greater than $500,000

Example Scenario: Tony is a senior Lending icons commercial lender at a mid-sized bank with one dozen branches. He’s very good at what he does: helping business owners obtain financing to grow their businesses. However, Tony occasionally loses track of the big picture and focuses too much on new accounts—at the expense of existing relationships.

How AccuAccount Helps: Tony could use AccuAccount to keep his largest customers front and center. For example, Tony might build a report that shows all of his customers with loans greater than $500,000. He could then embed the report as a widget on his AccuAccount dashboard, dramatically increasing visibility with fewer clicks.

2. New Accounts from the Past 10 Days

Example Scenario: Charlotte serves Hand with dollar sign icons as her bank’s AccuAccount administrator. She is ultimately responsible for the timely and accurate storage of information in AccuAccount. A big part of this responsibility involves staying one step ahead of potential issues. Charlotte takes pride in keeping exceptions to a minimum and ensuring high levels of quality control.

How AccuAccount Helps: Using AccuAccount, Charlotte could easily build a report that shows all new accounts from the past ten days. Cross-checking this report against live records in AccuAccount would give Charlotte a head start for identifying delinquent tasks. It’s almost like a pre-exception report.

3. My Task Exceptions

Example Scenario: Debbie has been Magnifying glass and dollar sign icons the deposits manager at a local bank for more than a decade. In that time, she’s tried almost everything to keep herself and her team organized. But, each new deposit account has a lot of moving parts to manage.

How AccuAccount Helps: AccuAccount integrates to 30+ core banking systems, which means Debbie can leverage the power of technology to automatically assign tasks—such as obtaining signature cards or performing QC on scanned documents—to specific team members. Then, using Dynamic Reporting, Debbie can easily see the totality of tasks for her department or filter by specific user. Embedded task exception reports in users’ AccuAccount dashboards serve as living, breathing to-do lists for Debbie and her staff.

4. Pipeline Value & Key Opportunities

Example Scenario: Vicky is the VP of LendingReport, coffee, and calculator illustration at a large community bank in the midwest. She manages a team of 30+ commercial lenders across ten states, which makes it difficult to gain an accurate view of her loan pipeline. Traditionally, she’s asked lenders to submit an opportunity spreadsheet on the last day of each month. Lately, she’s been looking into CRM platforms, but they’re pretty expensive and overly complicated.

How AccuAccount Helps: Vicky is pleasantly surprised to learn that her bank already has AccuApproval, a loan approval workflow feature in AccuAccount. Configuring AccuApproval for Vicky’s lending process not only reduces the need for spreadsheets—it also makes it easier to track and analyze her loan pipeline. Using Dynamic Reporting, Vicky can build and customize pipeline reports that keep her informed about important loans that have yet to close.

5. All Delinquent Accounts

Example Scenario: The board of directors for Illustration of a chart and business iconsa small Texas bank is looking for increased visibility into delinquent accounts. Accessing this type of data from the bank’s core isn’t too difficult, but everyone at the bank is already overworked. And, with the labor shortage, just keeping pace with day-to-day operations is challenging enough.

How AccuAccount Helps: With Dynamic Reporting in AccuAccount, the bank’s directors can slice and dice delinquent data on their own—without waiting on staff to find the time. One director could share the same report with his or her colleagues, providing the entire board with daily access to the latest foreclosure information.

Feeling Creative?

Dynamic Reporting is one of the best-kept secrets among AccuAccount power users. Ready to build your first report?

Contact us to schedule a demo or to ask a question.

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