Monthly Reports and Queries email banner 2020

Reminder: Automated Reports and Queries

The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing.  Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone didn’t accidentally change your settings).  If you are missing a report that was supposed to run automatically or if a report is not showing the data you need it to, be sure to check your report-automation settings.

Using the Automated Reports and Queries feature, you can also automate Queries each month. If you do, you’ll need to keep a close eye on file changes each time a new release occurs, in order to update any files used in your automated Queries so they can run properly.  For future releases, look for the release email, which includes a link to a list of file changes for the release. (Click here to view documents including the latest Release Summary, Database Changes and File Changes.)

Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:

 

Learn more about the Automated Reports and Queries feature.

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Dec 31, 2021

December Owner’s View Monthly Recap

December Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Jan 3, 2022

November Owner’s View Monthly Recap

November Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2021 edition of the Owner’s View Monthly Recap! November 2021 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Dec 2, 2021

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 Online and Site Four Release Date is December 5 Self-Processor Release Date is December 12 Documents 21.12 Release Summary 21.12 New and Updated Tool Summary 21.12 Database Changes Summary  Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or… Read more »

Nov 29, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.10 Release of CU*BASE was implemented on October 3rd.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Nov 8, 2021

October Owner’s View Monthly Recap

October Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2021 edition of the Owner’s View Monthly Recap! October 2021 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Nov 2, 2021

Check Out the CU*BASE 21.10 Release Resource Companion

Check Out the CU*BASE 21.10 Release Resource Companion

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each.  Follow the link below to review the 21.10 Release Resource Companion – inside you will find key items related to the 21.10 Release including: A new overview video for Loan Disbursement Instructions…. Read more »

Oct 11, 2021