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

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 18, 2019

What’s in a Call? The Latest from ‘The Data Trendsetter’

What’s in a Call?  The Latest from ‘The Data Trendsetter’

Has your credit union been utilizing Phone Operator to its full capabilities?  How is your staff engaging with members when they contact your credit union? Sarah Ashby, the Asterisk Intelligence team’s Marketing and Business Intelligence Analyst through Xtend, recently shared her insights on Phone Optics Data in a recent blog post titled, ‘What’s in a… Read more »

Apr 17, 2019

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 15, 2019

Warehouse Spotlight – Phone Optics Data Collection

Warehouse Spotlight – Phone Optics Data Collection

Phone Optics allows you to study phone support beyond wrap-up codes and trackers.  The Data Warehouse is the only place capable of storing the optional Phone Optics data set in CU*BASE. Do you know what member phone engagements really involve? Use the Data Warehouse space (purchase required) to store the special Phone Optics data set…. Read more »

Apr 12, 2019

Jump into a Dashboard Dive: Common Bonds

Jump into a Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 11, 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 »

Apr 10, 2019

A Special Promotion for Active Member Processing through MOP

A Special Promotion for Active Member Processing through MOP

The Internet Retailer Support Center and Asterisk Intelligence are currently offering a joint promotion where new members who join the credit union through MOP (Membership Opening Process) will have their Active Member processing waived.  Currently, the Member Processing charge is accessed monthly per active member – however, between now and December 31st, 2019, these fees… Read more »

Apr 9, 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. Store an expanded data set on neighborhoods around your… Read more »

Apr 8, 2019

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #484, the Look-to-Book Ratio Analysis dashboard.  Analyze your loan application activity like never before!  Review loan applications by paper quality, including booked and denied ratios, as well as the ability to review performance by branch, dealer,… Read more »

Apr 8, 2019

Jump into a Dashboard Dive: Look-to-Book Ratio Analysis

Jump into a Dashboard Dive: Look-to-Book Ratio Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #484, the Look-to-Book Ratio Analysis dashboard.  Analyze your loan application activity like never before!  Review loan applications by paper quality, including booked and denied ratios, as well as the ability to review performance by branch, dealer,… Read more »

Apr 4, 2019