My Favorite Dashboards and Reports Series

These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports!

My Favorite Dashboards and Reports

Auditing and Compliance

My Favorite Audit reportJim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource to review CU*BASE dashboards and reports that will save your credit union time and lower the cost of compliance.

Lending

lending-and-collectionsPete Winninger, Vice President of Professional Services, CU*Answers, has picked his top ten CU*BASE 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).

 

 

 

My Favorite Reports

CEO

CEO Report Cover
What does our CEO Randy Karnes have to say about CU*BASE CEO reports? Check out the My Favorite CEO Reports brochure for his favorites with tips on how he recommends you put them into practice!

Marketing

Marekting Report Cover
Randy Karnes, CEO, has some tips for your marketing team. Review the My Favorite Marketing Reports brochure for his favorite marketing reports and with his practical recommendations on how he suggests you use them!

Accounting

Accounting Report Cover
Danielle O’Connor, Xtend SRS Manager,  recommends several CU*BASE accounting reports to increase your credit union business. Check out the My Favorite Accounting Reports brochure for her tips on using these reports!

Teller

Teller Report Cover
Pauline VanZalen has collected several CU*BASE and CU*SPY teller reports to help you analyze your teller line activity and increase your business. The My Favorite Teller Reports brochure is definitely a resource you should not miss!

 

Member Service

Member Service Report Cover
Pauline VanZalen has picked several CU*BASE your member service department should definitely look at. Check out the My Favorite Member Service Reports brochure for her recommendations for reports for this department!

CU*BASE Daily Reports

Our Favorite CU*BASE Daily Reports

CU*BASE Report CoverHave you ever wondered what a report means or when it is generated? Look no further! The My Favorite CU*BASE Daily Reports contains the majority of the Beginning and End-of Day reports generated by CU*BASE on a daily basis. We have designed this document to assist you in due diligence of member, staff, and G/L activity in CU*BASE. 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.

Updated
July 23, 2018

The Data Trendsetter: a new blog from Asterisk Intelligence

The Data Trendsetter: a new blog from Asterisk Intelligence

Check out the new blog from Xtend Marketing and Business Intelligence Analyst Sarah Ashby. In her blog, The Data Trendsetter, Sarah shares her insights on dissecting the data available in CU*BASE and using it to generate an effective marketing campaign. Visit the site and subscribe!   Who Should I Contact? I’ve been working with credit… Read more »

Dec 10, 2018

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

Sign up for our self-directed data floods, which are free through December 31st, 2018! The Asterisk Intelligence team continues its promotion of offering free self-directed data floods until 12/31/2018.  After that, credit unions can process floods on their own, or work with the Asterisk Intelligence team to complete their floods for them for a $500… Read more »

Nov 23, 2018

Learn About the New Upload/Download Tool in CU*BASE!

Learn About the New Upload/Download Tool in CU*BASE!

Join the Asterisk Intelligence team as they demo and discuss the new and improved tool used for downloading or uploading data between CU*BASE and your PC or shared drive.  Introduced with the 18.11 Release of CU*BASE, this all-in-one tool contains both upload and download functions, as well as several upgrades to settings and file compatibility…. Read more »

Nov 16, 2018

Learn About the New Upload/Download Tool in CU*BASE!

Learn About the New Upload/Download Tool in CU*BASE!

Join the Asterisk Intelligence team as they demo and discuss the new and improved tool used for downloading or uploading data between CU*BASE and your PC or shared drive.  Introduced with the 18.11 Release of CU*BASE, this all-in-one tool contains both upload and download functions, as well as several upgrades to settings and file compatibility…. Read more »

Nov 14, 2018

Get Ready for the 18.11 CU*BASE Release, Presented by Asterisk Intelligence

Get Ready for the 18.11 CU*BASE Release, Presented by Asterisk Intelligence

Online credit unions and Site-Four partners, mark your calendars for November 11, when you will receive CU*BASE GOLD Version 18.11 (Self-Processing credit unions, stay tuned for further information!) Release Documents 18.11 Release Summary 18.11 Tool Changes Reminder: LegaSuite and Client Access As we’ve been announcing, it is imperative that you complete the LegaSuite and Client… Read more »

Nov 5, 2018

Our Recent Data Flood Updated Over 1,500 Records!

Our Recent Data Flood Updated Over 1,500 Records!

Asterisk Intelligence’s new Data Flood service allows credit unions to perform mass updates faster and cheaper than ever before.  We recently completed our first free Credit Union Data Flood, and updated more than 1,500 membership records! Our self-directed data floods will remain free through December 31st, 2018.  Then, on January 1st, 2019, Asterisk Intelligence will… Read more »

Oct 26, 2018

Asterisk Intelligence is Pleased to Announce our 2018 Contest Winners!

Asterisk Intelligence is Pleased to Announce our 2018 Contest Winners!

The 2018 Asterisk Intelligence Contests, which ran from April through October of 2018, have now come to a close, and CU*Answers is pleased to announce our winners! Analytics Every Day Data on Repeat The credit union with the most page loads (by count) by all users within the contest period, and winner of $250 is:… Read more »

Oct 19, 2018

Jump into a Dashboard Dive: Money Movement Analysis

Jump into a Dashboard Dive: Money Movement Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #536, the Money Movement Analysis dashboard.  Have you been looking for an easy way to identify large dollar transactions?  Whether your focus is on deposits, loans, or certificates, this dashboard can be used to identify the… Read more »

Oct 15, 2018