Below is an ongoing list of common uses for Core iQ reports with some recommended starting places:
If you want to pull a list of Core Deposit/Loan/Ancillary/etc. accounts, start with the...
- Ancillary Account Listing Report
- Core Deposit Account Listing Report
- Loan Listing Report
- Time Deposit Account Listing Report
- Box Listing Report
If you want to pull a list of customers with specific product mixes, start with the...
- Core Deposit Customer Without a Selected Service Report
- Customers with Only x Accounts or Services Report
- Cross-Sell Opportunity Report
- Deposit Customers Having No Active Loans Report
- Loan Customers Having No Active Deposit Accounts Report
- Time Deposit Customer Without a Selected Service Report
If you want to pull a list using Customer/Member information, start with the...
- Birthdays Report
- Customer Listing Report
- Deceased or Dissolved Customer List Report
- Minors Approaching Adulthood Report
If you want to pull information relating to overall trends at your institution, start with the...
- Change in Relationship Report
- Growth & Churn Report
- Time Deposit Portfolio Growth Report
- Loan Portfolio Growth Report
- Core Deposit Portfolio Growth Report
- Products Per Address Report
If you want to pull information relating to Core iQ statistics, start with the...
- Conversion Tracking Report
- Email Outcomes Report
- Exceptions Report
- Outbound Communication Status Report
- Survey Outcomes Report
- Survey Responses Report