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, XtendSRS 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
November 7, 2017

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2018 edition of the CU*BASE Monthly Monitor Recap! March 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Apr 3, 2018

It’s Almost Time for the March Tricks of the Trade Webinar!

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018

February CU*BASE Monthly Monitor Recap

February CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2018 edition of the CU*BASE Monthly Monitor Recap! February 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software… Read more »

Mar 2, 2018

Add My Virtual StrongBox to Your Paperless Strategy!

Add My Virtual StrongBox to Your Paperless Strategy!

Take advantage of a FREE* Online Banking feature that your members will love!  Easily send receipts and loan forms directly to members, or upgrade to My Virtual StrongBox Premium to allow members to store critical personal documents including wills, trusts, medical documents, and more. Add My Virtual StrongBox to your credit union’s paperless strategy! Order… Read more »

Mar 1, 2018

CU*BASE GOLD 18.03 Coming Soon!

CU*BASE GOLD 18.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 18.03: Online credit unions: March 11 Site-Four partners: March 11 Self-processing credit unions: March 12 Release Documents 18.03 Release Summary 18.03 Database Changes 18.03 Tool Changes Reminder: GOLD Version Check… Read more »

Feb 20, 2018