9.11 Retail Joint Accounts

To access the Retail Joint Accounts report, select Analytics from the LHS Menu, and then select Retail Joint Accounts.

To review joint-account customer details, ownership shares, account tenure, balances, income, and ratios, open In App Dashboards, and then select Retail Joint Accounts.

In-Application Dashboard Filters

• As-of date:Select the reporting date.

• Report Common Filters
  
• In-canvas Variable Prompts
  
• Retail Joint Accounts Canvas
  
• Customer: Summary Information
  
• Customer: Join Account Share
  
• Key Performance Metrics
  
• Balance Metrics
  
• Other Ratios