The Call Report Pro CU software allows credit unions to electronically file their 5300 Call Reports to the NCUA's Credit Union Online website. This program includes extensive edit checks to ensure accurate filing and built-in management reports to help in assessing and analyzing credit union data.
This Windows®-based software makes it easy for anyone on the credit union's staff to prepare the 5300 Call Report faster and more accurately. The software allows users to map directly from their general ledger or other data files into Call Report Pro CU to save time and ensure accuracy.
Screens are designed to look like the printed 5300 Call Report being created and are updated quarterly to include all of the most recent NCUA 5300 Call Report changes
Import data directly from general ledger or other data files via our DataLink tool to reduce filing preparation time and risk of errors
Over 1,600 built-in NCUA edit checks that catch data entry errors and alert users of potential problems
Offers several onscreen features such as NCUA line item instructions, a graphical display of historical data, the ability to include notes, and the option to perform and track any last minute adjustments to your data
Completed data can be easily uploaded directly to the NCUA's Credit Union Online web-based application for the 5300 Call Report
Let's users create various presentation-quality reports for management