Closed Accounts Report

Purpose

Lists all closed accounts by program within a selected closed date range. Includes closure reasons, customer details, remaining balance, and related information.

Why Use This Report

Use this report to track closed accounts, including closure reasons, customer information, and remaining balances.

When to Run

On demand.

Who Uses This Report

Bank staff and client users.

Filters

You can filter the report using:

• Starting Closed Date

• Ending Closed Date

• FI Program