Credit Union National Association Project Zip Code Using your Data: Queries and Repo rts

Credit Union National Association

Project Zip CodeProject Zip CodeUsing your Data: Queries and Using your Data: Queries and

RepoReportsrts


Queries and ReportsQueries and Reports

• The Queries and Reports functions of PZC allow you to easily create files or print outs of your membership based on Geographic Area, County, Legislative District and Legislative Official.

• This data can be used in any of your grassroots activities, or for marketing activities such as ATM placement or shared branching.


Queries: Geographic Queries: Geographic AreaArea

• After you have installed and started PZC, click on the [Queries] tab

• On the right hand side, you will see a [Geographic Area] button. Click on the globe above to start your search



• A query by Geographic Area will allow you to locate your members based on their Zip Code

• You can search multiple states at a time

• In addition there are several different ways you can search and sort



• [Query Type] can be sorted by Member Counts or Member Address• Please select which

you would like to view from the bottom left-hand menu



• With the [Sort By] option, you can sort by any Field listed in your database

• Last name, Zip Code, Street Address etc.• The common fields

are listed under the [Sort By] option using the drop down menu



• Once you have selected how you would like your data sorted, you can select multiple States from the left-hand column and multiple Zip Codes from the right-hand column.

• After you have selected your data to display click [Query Selected Zip5]



• The data will be displayed by the given [Sort] criteria you select


Queries: Geographic Queries: Geographic AreaArea • You can also Query this information to show the

number of members you have in each zip code, as shown below. This is done by a “Member Counts” query.


QueriesQueries

• From either type of Query, you can export this data into a number of different formats by clicking on the [Export Query] button


QueriesQueries

• After clicking on [Export Query], this screen will appear.

• By clicking on the white box under “Step 2 – Create Output File” you will be able to save the query where you want and as one of many document types.


QueriesQueries

• Create a name for your file and decide where you would like the information to be saved from the menu on the left

• You can save the file in Excel, CSV, or Text formats• Note: Excel files convert best using the Export Function


QueriesQueries

• After you have selected where to save your data, click [Export]

• Once the data is exported, a screen indicating a successful export and the location of where the file is saved appears.


Queries: County

• The process for Geographic Area is exactly the same for Counties

• Click on the [County] button and you can search by multiple counties


Queries: Legislative District Queries: Legislative District and Officialand Official

• You can search your member data for information regarding a specific Legislative District or Official at both the State and Federal level

• Simply select the state and the Level from the drop down menus on the left


Queries: Legislative Queries: Legislative Districts and OfficialsDistricts and Officials

• Once you have selected the Districts of your choice, click [OK] and a screen similar to the one below will give you the member counts or list the addresses for each member living in that particular legislative district


Queries: Legislative Queries: Legislative Districts and OfficialsDistricts and Officials

• The information gathered by doing Legislative District and Official searches can be exported.

• To export information, follow the description of the export as outlined in the Queries: Geographic Area Search.

• If you do not wish to export and only want a basic document that’s easy to print out, or need to make customizations in Word, simply use the PZC ReportsPZC Reports function.


ReportsReports

• Reports in Project Zip Code provide you with a quick snapshot of where your credit union members live and how many there are per Legislative District, County and throughout the country

• The reports were designed to be easily printable and therefore can be printed from the [Search] screen.


ReportsReports

• Reports come in 4 different types • District • County Strength • Official Strength • District Strength

• As each report is a snapshot of your membership they are very useful in grassroots and marketing activities


Reports: District Report Reports: District Report

• For the “District Report” data for each legislative district can be obtained and you can search multiple districts at the same time

• Click on the states and districts to select the data you want to view on the left-hand side

• Once these options are selected, click the Districts on the right you wish to view


Creating a ReportCreating a Report

• After clicking [Create Report] a screen similar to the one above will generate.

• To move from one page to the next click the arrows at the top of the screen. To print, click on the printer icon.

• To export the report and customize it, click on the floppy disk and arrow icon.


Creating a ReportCreating a Report• To generate ALL other reports, click on the type

you wish to create from the [Reports] tab• The County Strength ReportCounty Strength Report breaks down the

number of credit union members per county by state

• The Official Strength ReportOfficial Strength Report Breaks down your member data by state, then by Federal and State legislative districts using the legislator’s name

• The District Strength ReportDistrict Strength Report breaks down the member data by state, then legislative district number starting with the state legislature – this report is especially useful should a legislator change midway through a term

• The next three slides will show an example of each type of Report


Reports: County Reports: County Strength Strength


Reports: Official Reports: Official StrengthStrength


Reports: District Reports: District StrengthStrength


Reports Customization

Reports in PZC can be exported into 3 different formats.

The first format, PDF is shown on the left and can be used for quickly printing reports to share with legislators.



PZC reports can also be exported into Excel if you are using the data for mail merges or advanced data analysis.

To view states individually, just click on the state name or the sheets below.



One of the most useful exports from the PZC reports sections is the Word Export.

This export will allow you to add in your own credit union logo and easily edit the information contained in the report.


Wrap UpWrap Up

• Legislative District and Official Strength Queries and Reports • Show you exactly how many credit union

members you have in any legislative district throughout the United States

• This information leaves an impression with lawmakers during • State conferences and conventions • CUNA’s Government Affairs Conference (GAC)• Hike the Hill visits


Wrap UpWrap Up

• The Queries and Reports sections are the most beneficial to your credit union in terms of marketing • Queries can help you create mailing lists

to inform members about new products at your credit union

• Seeing where your membership is by County or Zip code can help you plan branch and ATM expansion as well as shared branching


If you have any questions, please contact

Kristen Prather at [email protected] or call 202-638-5777.

Documents

Credit Union National Association Project Zip Code Using your Data: Queries and Repo rts