Inactive Accounts Report

Purpose

Lists all accounts and customer details that have passed the inactivity threshold but are not yet dormant, helping banks monitor accounts at risk of dormancy.

Why Use This Report

Use this report to identify inactive customers and reach out before their accounts become dormant.

When to Run

Monthly.

Who Uses This Report

Bank staff and client users.

Filters

You can filter the report using:

• FI Program

• Product Type

• As Of Date

• Number of Months

Tips

Review this report regularly to proactively reach out to customers before their accounts become dormant. Early engagement can reduce dormancy-related compliance work and improve customer retention.