Analytics Report

Purpose

Provides insight into account performance by category and subcategory, including metrics like account balances, goal achievement percentages, and average balances per account.

Why Use This Report

To track how customers are progressing toward financial goals (like savings targets), analyze engagement across account types, and identify trends in account behavior across programs.

When to Run

On demand.

Who Uses This Report

Client users.

Filters

You can filter the report using:

FI Program
State
Account Start Date
Account End Date
Category Recurring Contribution Type
Sub Category Account Status
Recurring Contribution Low Amount
Recurring Contribution High Amount
Target Start Date
Target End Date
Target Low Amount
Target High Amount
Target Current Account Balance Low Amount
Current Account Balance HIgh Amount
Customer Tag