Relationship Summary report

This report provides a 12-month relationship summary for the relationship.

NOTE: Currently, you cannot access this report directly from a relationship. Also, this report is not currently populated by default. You must make filter selections before this report will display data.

To select a relationship:

1. In the toolbar, click the filter icon.

   

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2. Click the Select Month/Year Combination drop-down, then click a month and year selection.

   

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3. Click the Select a Relationship drop-down, then click a relationship.

   

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4. Click Apply.

There are also several reports within the Relationship Summary Report. By default, once you select a relationship and month/year using the filters, Axiom Financial Institutions Suite will display the Summary Report. You can use the links above the table to switch between views of the Account Contribution Report, Account Detail Report, or Customer Detail Report.

Example of Relationship Summary Report

These reports display information defined by the table below:

Report	Description
Summary Report	Provides a 12-month overview of a relationship's earning assets, deposits, and other high-level financial information.
Account Contribution Report	Breaks down the relationship by the 12-month income/expense summary information of the accounts within that relationship.
Account Detail Report	Breaks down the relationship by a 12-month summary of accounts data not included in the Account Contribution Report including open dates, maturity dates, and terms.
Customer Detail Report	Lists all of the customers within the selected relationship including full name and address.