If you missed Mike Mohr's session at the XP2 Educational Conference, here's the recap — the SQL tools he reaches for most on top of the XP2 database, and the one habit he says matters more than any of them.
XP2 Educational Conference 2026 | Friday, June 26
Mike Mohr builds custom reporting and vendor files for United Solutions clients, and his session opened with two things he wanted the room to walk away with: USC's team is available to help with SQL reporting at any stage, from a rough idea to a production-ready query, and every credit union genuinely needs to know its own data. Records from twenty years of migrations, mergers, and version changes sit side by side with data created yesterday, and they aren't the same — which is why he pushed attendees to run queries against XP2 first and compare results before trusting any report.
"You need to know your data. You need to know it's been through migrations and versions and mergers — data that are 20 years old sitting at the same level as data created yesterday. They are not the same."
From there, Mike moved into real query patterns: using COALESCE to catch open shares with a null instead of a zero in the closed field, date math to flag members past a 30-day threshold, and LPAD/RPAD to build fixed-width vendor files. On aggregates, he drew a clear line between WHERE (filtering rows before they're summed) and HAVING (filtering the totals after), using a $10,000-balance example to show how the two produce different results.
The back half of the session focused on common table expressions and window functions — the tools he called his own personal library. CTEs let him build a query once (for delinquent loans, or high-balance members) and reuse it across reports, while window functions like ROW_NUMBER solved a problem every attendee recognized: sorting out which of a member's multiple phone numbers or emails is actually the primary one.
From the Q&A
- Crystal Reports vs. writing SQL? Both work well; USC leans on PowerShell scripts to run queries, build files, and automate delivery to vendors via FTP.
- Does OnCore AI make this obsolete? No — Mike sees SQL, Cyberquery, and AI tools as different paths to the same result, and knowing your data still shapes how well any of them perform.
- Is a SQL connection to XP2 a security risk? USC uses read-only, credential-limited connections with the same access controls applied across its other systems.
Want the full walkthrough, including the live build of a query combining CTEs, window functions, and aggregates into one report? It's all in the recording and transcript above.