This application allows users to view information collected during the 5300 Call Report cycle.

Users set criteria to view specific data. At least the first row of criteria must be completed. For example, if a user wants to view credit unions from the state of Iowa for the December 2022 cycle, the criteria can be set accordingly. The next screen allows users to select the account data. The criteria selected in the Search Fields section below must also be selected on the next screen to ensure the data is captured in the Excel data file. For assistance with the Custom Query application, please contact 5300@ncua.gov.

For a full list of account descriptions, please visit the NCUA CUOnline Regulatory Information page. The account code description files are updated quarterly.

Logical Operators	Search Fields	Operator	Field Values
**This row is required	Select Criteria Charter Number Region Type City State Zip Code Total Assets Total Loans Total Shares Total Investments Total Commercial Loans Total Non-Commercial Real Estate Loans Net Income (Loss)	Equal To Not Equal Greater Than Greater Than or Equal to Less Than Less Than or Equal to
	Select a Search Field is required
And   Or	No More Criteria Charter Number Region Type City State Zip Code Total Assets Total Loans Total Shares Total Investments Total Commercial Loans Total Non-Commercial Real Estate Loans Net Income (Loss)	Equal To Not Equal Greater Than Greater Than or Equal to Less Than Less Than or Equal to
And   Or	No More Criteria Charter Number Region Type City State Zip Code Total Assets Total Loans Total Shares Total Investments Total Commercial Loans Total Non-Commercial Real Estate Loans Net Income (Loss)	Equal To Not Equal Greater Than Greater Than or Equal to Less Than Less Than or Equal to
And   Or	No More Criteria Charter Number Region Type City State Zip Code Total Assets Total Loans Total Shares Total Investments Total Commercial Loans Total Non-Commercial Real Estate Loans Net Income (Loss)	Equal To Not Equal Greater Than Greater Than or Equal to Less Than Less Than or Equal to
And   Or	No More Criteria Charter Number Region Type City State Zip Code Total Assets Total Loans Total Shares Total Investments Total Commercial Loans Total Non-Commercial Real Estate Loans Net Income (Loss)	Equal To Not Equal Greater Than Greater Than or Equal to Less Than Less Than or Equal to
Select a cycle date	09/2024 06/2024 03/2024 12/2023 09/2023 06/2023 03/2023 12/2022 09/2022 06/2022 03/2022 12/2021 09/2021 06/2021 03/2021 12/2020 09/2020 06/2020 03/2020 12/2019 09/2019 06/2019 03/2019 12/2018 09/2018 06/2018 03/2018 12/2017 09/2017 06/2017 03/2017 12/2016 09/2016 06/2016 03/2016 12/2015 09/2015 06/2015 03/2015 12/2014 09/2014 06/2014 03/2014 12/2013 09/2013 06/2013 03/2013 12/2012 09/2012 06/2012 03/2012 12/2011 09/2011 06/2011 03/2011 12/2010 09/2010 06/2010 03/2010 12/2009 09/2009 06/2009 03/2009 12/2008 09/2008 06/2008 03/2008 12/2007 09/2007 06/2007 03/2007 12/2006 09/2006 06/2006 03/2006 12/2005 09/2005 06/2005 03/2005 12/2004 09/2004 06/2004 03/2004

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