These helpful brochures cover over 60 CBX dashboards and reports and over 100 CU*Spy reports!
My Favorite Dashboards and Reports
Auditing and Compliance
AJ Schalk, AVP of AuditLink, has picked his top ten CBX dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource to review CBX dashboards and reports that will save your credit union time and lower the cost of compliance.
Lending
Lender*VP has picked the top ten CBX dashboards in the My Favorite Dashboards and Reports – Lending brochure. Use this resource to review dashboards that will allow you to Ask, See, Act and Profit (ASAP).
Daily Reports
Daily Reports
Have you ever wondered what a report means or when it is generated? Look no further! The Daily Reports contains the majority of the Beginning and End-of Day reports generated by the core on a daily basis. We have designed this document to assist you in due diligence of member, staff, and G/L activity in the core. This document is formatted to be used on a daily basis, and is arranged to allow you to easily assign different reports to different members of your staff.
