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-collectionsGeoff Johnson, COO, 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 theMy 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
Diane Kilgore, Xtend SRS Team Leader at Xtend SRS Bookkeeping, 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, Manager, Client Services, 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!

MemberService

Member Service Report Cover
Pauline VanZalen, Manager, Client Services, 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

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 Reportscontains 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 12, 2014

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 January 2017 edition of the CU*BASE Monthly Monitor Recap! February 2017 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 1, 2017

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

The February 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, we will be revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes,… Read more »

Feb 21, 2017

Join Us for the February Tricks of the Trade Webinar!

Scheduled for Tuesday, February 21 from 3:30-4:00 PM ET, the interactive and engaging February Tricks of the Trade webinar will revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Those who were unable… Read more »

Feb 16, 2017

January 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 January 2017 edition of the CU*BASE Monthly Monitor Recap! January 2017 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 »

Feb 1, 2017

Cancelled: In Case You Missed It – Join Us for the January Tricks of the Trade Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Due to an unexpectedly large turnout for yesterday’s January Tricks of the Trade webinar, we have scheduled a second session for Friday, February 3 from 3:30-4:00 PM ET.  The interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the… Read more »

Feb 1, 2017

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

The January 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 the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Don’t have time… Read more »

Jan 31, 2017

Don’t Forget! A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 30, 2017

Join Us for the January Tricks of the Trade Webinar!

Scheduled for Tuesday, January 31 from 3:30-4:00 PM ET, the interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Attending is easy! No registration is required for this drop-in webinar. Simply join the… Read more »

Jan 24, 2017

A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 23, 2017