Dormant Accounts (PDF)

Dormant Accounts (PDF) generates a formatted listing of dormant savings accounts - holder, balance, dormancy date and last activity - for compliance filing, member outreach and unclaimed-balance reporting to the regulator.

Workflow

Open Savings > Reports > Print Reports > Dormant Accounts (PDF).
Set the dormancy cut-off and branch filters.
Generate the PDF listing.
Use it for member outreach or regulatory submission.
Archive the document for the compliance file.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Report Type `report_type`	Choice: Portfolio Summary, Dormant Accounts, Interest Accrual	Yes	Report Type
Output `output_format`	Choice: PDF Report, View on Screen	Yes	Output
From Date `date_from`	Date	—	From Date
To Date `date_to`	Date	—	To Date
Branch `branch_id`	Link → mfi.branch	—	Branch
Product `product_id`	Link → mfi.savings.product	—	Product

Actions & buttons

Buttons available on this screen and what they do:

Generate Report

Notes & rules

Wizard on mfi.savings.report.wizard producing a PDF.
Lists dormant accounts with balances and dormancy dates.
Supports outreach and unclaimed-balance reporting.

Technical model: mfi.savings.report.wizard · Record: Savings Report Wizard

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