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Call Report Class

The Call Report class is designed for the person in your bank who fills out the call report . You will be taught how to set up and maintain the Call Report generator. We will show you which reports to use and where on those reports to get the needed information. You will also learn about the FR2900 report and call balancing.

Who should take this class?

  • The Call Report class is designed for the person in your bank who fills out the call report.
  • You will be taught how to set up and maintain the Call Report Generator.
  • We will show you which reports to use and where on those reports to get the needed information.
  • You will also learn about the FR2900 report and call balancing.

What will be covered?

  • How Meridian can help you prepare your Call Report
  • Necessary Reports for Setting up Call Report Work Papers
  • Application Update Reports
  • Autofile Print
  • General Ledger Daily Statement of Condition
  • CD Special
  • Loan Special
  • Considerations that make your Call Report Preparation Easier
  • Standard Collateral Code Usage
  • Setting up the Call Report Menu Options
  • How to Start Setting up your Call Parameters
  • Making Changes to your Call Report Parameters
  • Applying Special Instructions to Call Items
  • How to Review your Call Report Parameters
  • Things to Remember at each End of Quarter
  • How to Produce the Call Report Work Papers you have Set Up
  • Completed Call Report Work Papers Sample
  • FR2900 and Call Balancing