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

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Join us for a webinar celebrating and exploring the brand-new solution – Data Warehouse.  A Data Warehouse for your credit union will expand your horizon for data analytics and will provide options for control over data retention schedules and storage of custom data within the core. Upload that Excel file you’ve been keeping to track… Read more »

Jun 24, 2019

Don’t Miss This Week’s Dashboard Dive: Money Movement Analysis Dashboard

Don’t Miss This Week’s Dashboard Dive: Money Movement Analysis Dashboard

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 »

Jun 24, 2019

Jump into a Dashboard Dive: Money Movement Analysis Dashboard

Jump into a Dashboard Dive: Money Movement Analysis Dashboard

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 »

Jun 20, 2019

Order a Data Warehouse for Custom Data Storage in the Core

Order a Data Warehouse for Custom Data Storage in the Core

The Data Warehouse, available from Asterisk Intelligence, is designed to support the storage and analysis of data from multiple sources from alongside your core processing data.  The space gives you a solution to manage custom and special data sets in CU*BASE. Click below to purchase your Data Warehouse: Visit the Store Today Asterisk Intelligence is… Read more »

Jun 14, 2019

Top 5 Tips for Managing Your Data Warehouse

Top 5 Tips for Managing Your Data Warehouse

The Data Warehouse in CU*BASE is more than just a tool, it’s a framework for database management and next-level analytics.  Anyone with a Data Warehouse has the capability and responsibility of organizing and controlling data within the warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down… Read more »

Jun 12, 2019

Jump into a Dashboard Dive: Skip-a-Pay History Dashboard

Jump into a Dashboard Dive: Skip-a-Pay History Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #817, the Skip-a-Pay History Dashboard.  Skip-a-Pay programs have grown in popularity for members and credit unions alike, offering financial flexibility to the member and additional revenue to credit unions.  Learn how to use this dashboard to… Read more »

Jun 6, 2019

A Quick Tip for Data Analysts – Use the Simple Copy/Save Options on Charts and Tables

A Quick Tip for Data Analysts – Use the Simple Copy/Save Options on Charts and Tables

Have you checked out the latest developments to the Visual Analytics Tools (VAT)?  As of May 2019, users now have the ability to copy a screenshot of certain data tables in CU*BASE, which can be pasted into emails and documents, or shared and analyzed. Click below to visit our webpage and learn more about this… Read more »

Jun 6, 2019

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Join us for a webinar celebrating and exploring the brand-new solution – Data Warehouse.  A Data Warehouse for your credit union will expand your horizon for data analytics and will provide options for control over data retention schedules and storage of custom data within the core. Upload that Excel file you’ve been keeping to track… Read more »

Jun 6, 2019

Don’t Forget, the AB 19.06 Analytics Booth Release Arrives June 9!

Don’t Forget, the AB 19.06 Analytics Booth Release Arrives June 9!

The Asterisk Intelligence Team is excited to present the AB 19.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 9!  This release features the NEW Static Pool Analysis Dashboard, Learn-From-Peer Trend line graphing, additional Power Lines, and more.  Check it out! View the Release Summary Learn More About the Analytics Booth Release… Read more »

Jun 4, 2019

A Quick Tip for Report Writers – Use the Better Date from CUFMAINT

A Quick Tip for Report Writers – Use the Better Date from CUFMAINT

Save time, simplify your work, and stop typing your dates in both the YYMMDD and MMDDYY layouts each time you run a query over the File Maintenance data. The original Maintenance Date field of MNTDAT will naturally have dates in both layouts, which is friendliest for optimal processing by the programs that write out the… Read more »

Jun 4, 2019