Navigation:  Deposits > GOLDPoint Systems Only: Deposit Reports

Use the GOLDPoint Systems > Report Setups > Deposit Reports screen to set up which reports are available for our clients. These reports can be viewed in GOLDView Plus in CIM GOLD.

 

This screen is used to set up or change deposit and General Ledger reports processed during the afterhours. It is a GOLDPoint Systems-only screen.

 

For those familiar with the GOLDVision Deposit Report Setup screen, this screen looks similar but with some of the fields moved to different locations. <F1> help is available for the screen and fields, so you can find codes and parameters that are generic to all reports.

 

Note: The Deposit Report documentation will still need to be referenced when changing or setting up new reports.

 

This screen gives you a convenient way to find and maintain the report setups for deposit accounts and General Ledger reporting. Each institution’s reports are set up on their institution and set numbers. Reports setups can be copied (using JCL) from one institution to the next and modified based on the institution’s needs. Reports can be set up to run daily, monthly, quarterly, at year-end, and as required by the institution. Most reports can be processed multiple times in the afterhours and multiple times during the month. Reports can be set up to process on a specified day of the week, month, or year.

 

Note: Refer to the individual report documentation to learn about options and limitations the reports may have. Monthend, quarter-end, and year-end reporting processes on a monthend file that is copied from the live file on the last processing day of the month. When you make changes to report setups, you need to determine if the change is required on both live and monthend files.

 

This screen is found under GOLDPoint Systems > Report Setups in CIM GOLD, as shown below.

 

 

See the following topics for more information:

 

•Report Selection tab

•Report Setup tab