Credit Union – Regulatory Report

What is a Trended Regulatory Report? Trended Regulatory Report are considered government compliance reports and are used by Accountants, CFOs, Controllers and Compliance Reporting Managers to provide key financial metrics in a specific reporting format. Some of the main functionality in this type of compliance report is that it is a standard format that populates automatically based on the period.  It dynamically expands months across the columns based on the period you run the report for. The rows in the report show a typical regulatory report layout with interest income, specifications of loans and advances, and more rolling up to sub-totals. You find an example of this type of compliance report below.

Purpose of Trended Regulatory Reports Credit Unions use Trended Regulatory Reports to minimize labor and cost by automating the production of compliance reports. When used as part of good business practices in Accounting Departments, a company can improve its regulatory reporting processes, and it can reduce the chances of there are mistakes in reported figures due to manual errors.

Who Uses This Type of Compliance Report? The typical users of this type of compliance report are: Regulatory Reporting Managers, CFOs, Controllers, Accountants. Other Reports Often Used in Conjunction with Trended Regulatory Reports Accounting departments sometimes use Trended Regulatory Reports, along with internal financial statements, trial balances, control reports, loan reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for credit union finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Credit Union – Regulatory Report in Solver? The Credit Union – Regulatory Report is a pre-built xFP&A report template in Solver designed for credit union organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for credit union finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, finance managers, and credit union executives in credit union organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for credit union finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Core banking and loan origination systems are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

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