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

Sixteen credit union professionals graduate at completion of CU*Answers’ 2018 What Makes Data Valuable Boot Camp

CU*Answers, the 100% credit union-owned, data processing CUSO, recently graduated sixteen participants from its 2018 What Makes Data Valuable Boot Camp. Over the past year, participants spent a total of eight days with CU*Answers executives and the Asterisk Intelligence team discussing data strategies within credit unions and guiding future data investments for the CUSO.  “Attending […]

Aug 21, 2018

Jump into a Dashboard Dive: Loans Paid Ahead Analysis Dashboard

Jump into a Dashboard Dive: Loans Paid Ahead Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Loans Paid Ahead Dashboard.  Learn how to utilize this dashboard to identify loans which are being paid off ahead of schedule.  Analyze your portfolio by Loan Category, Purpose Code, or Security Code to see exactly… Read more »

Aug 20, 2018

Check Out the Current Leaderboards for the Analytics Booth Contests!

Check Out the Current Leaderboards for the Analytics Booth Contests!

Contests run through October 15, 2018, and the winner of each will earn a $250 prize!  All you need to do to participate is to use your Analytics Booth subscription (no special entry is required).  Monthly results will be posted to the CU*Answers website, so you can track your progress throughout the contest period for… Read more »

Aug 16, 2018

Coming Soon: A New Way to Analyze Non-Transactional Data!

Coming Soon: A New Way to Analyze Non-Transactional Data!

Be on the lookout for news on an upcoming new service offering from CU*Answers and Asterisk Intelligence! Starting later this summer, non-transactional data (Phone Optics) will be created for credit unions exclusively within the CU*Answers Data Warehouse.  This upcoming service will mark the first of many opportunities where CU*Answers can deliver data directly to your… Read more »

Aug 16, 2018

Jump into a Dashboard Dive: Share, Certificate, and Loan Interest Accrual Dashboards

Jump into a Dashboard Dive: Share, Certificate, and Loan Interest Accrual Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Share, Certificate, and Loan Interest Accrual dashboards.  Learn how to utilize these dashboards to analyze and understand your dividend and interest accruals like never before!  Use these tools to compare and trend your daily annualized… Read more »

Aug 13, 2018

Phone Optics Data Moving to CU*Answers Data Warehouse

Phone Optics Data Moving to CU*Answers Data Warehouse

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS WHO RECEIVED THE ASSOCIATED EMAIL: Beginning on Wednesday, August 15, 2018, your credit union will no longer be creating any of your own Phone Optics data.  Instead, all Phone Optics data will be created within the CU*Answers Data Warehouse (FILExxDW).  Your existing Phone Optics data will remain within your… Read more »

Aug 8, 2018

Jump into a Dashboard Dive: Analyzing Fee Income, Refunds and Waivers

Jump into a Dashboard Dive: Analyzing Fee Income, Refunds and Waivers

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Fee Income, Refunds, and Waiver dashboards.  Learn how to utilize these dashboards to analyze and understand your fee income like never before!  Use these tools to compare your total potential fee income versus your collected fee… Read more »

Jul 27, 2018

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team for a week of in-person educational events, September 10 -12!  These events are designed for credit union management, marketing staff, and database administrators. Two days of query training will help you to become an expert user of the CU*BASE Report Builder tool.  Learn how queries are created and the value… Read more »

Jul 25, 2018

Jump into a Dashboard Dive: Loan Payment Analysis

Jump into a Dashboard Dive: Loan Payment Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #468, the Loan Payment Analysis Dashboard.  Learn how to use this dashboard to analyze your monthly loan payment activity like never before!  Have you been wondering how many loans are paying off each month?  Or have you… Read more »

Jul 23, 2018

Check Out the Current Leaderboards for the Analytics Booth Contests!

Check Out the Current Leaderboards for the Analytics Booth Contests!

Contests run through October 15, 2018, and the winner of each will earn a $250 prize!  All you need to do to participate is to use your Analytics Booth subscription (no special entry is required).  Monthly results will be posted to the CU*Answers website, so you can track your progress throughout the contest period for… Read more »

Jul 19, 2018