Revenue Retention Report

The Revenue Retention Report is a monthly report that compiles data on various revenue streams within the retail office.   

View report from File Explorer > Operations J: Drive > Teller Experience Supervisor > Reporting > Operations > Revenue Retention


% NSF/OD Decision Waived

This section of the report displays the percentage of fees waived when decisioning overdrafts each day. The goal for this category is to waive less than 1% of NSF/OD fees per month. 

For more information see: Approving Overdrafts

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NSF/OD % Refunded

This section of the report displays the percentage of waived NSF/OD fees assessed. The goal for this category is to refund less than 1% of fees assessed. 

For more information on NSF/OD Fees see: Refunding OD/NSF Fees

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Reg E Opt-In

This section displays the percentage of new accounts opened that opt-in for Reg E with a goal of more than 80%. 

For more information: Reg E: Opt-In/Opt-Out Procedures

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Debit Card Fees

This section displays the total percentage of debit card fees charged with a goal of charging for greater than 85% of new and reordered cards. 

For more information see: Debit Card Order Fees 

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 Tip: This report can be used for coaching and performance development. 

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