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Marketplace: View all Marketplace reports, forms, and templates.

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Dashboard

Credit Union – CFO Power BI Dashboard

Gives credit union CFOs a single-page Power BI view of key financial metrics including capital ratios, loan growth, deposit trends, and net interest margin.
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Reports

Credit Union – Deposit/GL Reconciliation

Some of the main functionality report is that for any given GL account chosen by the user it will list and match with the related deposit transactions.
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Reports

Credit Union – Executive Dashboard

It provides analysis of revenues, expenses and profit with comparisons to benchmark credit union branches.
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Dashboard

Credit Union – Executive Power BI Dashboard

Delivers a board-ready Power BI summary of credit union performance including membership growth, loan portfolio health, and key financial KPIs.
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Reports

Credit Union – Expense Report

It dynamically expands expense accounts down the rows and summarize them to sub-totals and a grand total. The three columns show.
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Reports

Credit Union – Income Statement

It dynamically expands months across the columns based on the period you run the report for. The rows in the reports are collapsed to provide an easily readable summary.
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