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This DNAapp helps Financial Institutions to view and analyze the total number of accounts opened and closed within a specific branch, branch markets, or at the institution level.
This DNAapp lets you choose the account you want to view and is a way for branch managers and region managers to monitor sales activity as well as attrition during a specific period of time.
A new batch report RPT_PERF will be created. This report will be run in non-updating mode. The user will be able to execute this report ‘On Request’ by using the batch manager.
On execution, this report provides the following data:
- Total number of accounts opened and closed for the respective financial product(s) within the respective year.
- Totals by product and by branch.
- Flexibility to view data by product, year, or branch as per the requirement.
- Summarized view of opened and closed accounts for one or all products at the branch or the institution level.
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This DNAapp is compatible with DNA 3.0 or higher. You will need to download and install the Configuration Toolkit which will configure DNA to load and manage DNAapps. This toolkit is included in the DNA release CD since DNA 3.3 and will be updated here whenever a more recent release is available.