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

Sunsetting the WCalendar and WMail Tools in CU*BASE

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS With the 17.03 Release of CU*BASE, we will be sunsetting the WCalendar and WMail Tools. As support for both WCalendar and WMail development was suspended several years ago, with this release we will now be removing them from CU*BASE menus and screens. This means that the following options will… Read more »

Jan 16, 2017

December 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 December 2016 edition of the CU*BASE Monthly Monitor Recap! December 2016 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 products…. Read more »

Jan 3, 2017

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

The December 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 16.12 release, the 16.12 Imaging release, Online Member Tax Forms, the upcoming 16.11 Online Banking… Read more »

Dec 13, 2016

My Virtual StrongBox – Safe, Secure, and Free!

Take Advantage of a FREE* Online Banking Feature Your Members Will LOVE! My Virtual StrongBox “While most credit unions don’t have the resources for a fully integrated innovation lab, you can encourage your own intrapreneurial culture, aided by the assistance of smart technology innovation firms.  At Virtual StrongBox, our APIs and technical knowledge make it… Read more »

Dec 7, 2016

Join Us for the December Tricks of the Trade Webinar!

Scheduled for Tuesday, December 13 from 3:30-4:00 PM ET, the interactive and engaging December Tricks of the Trade webinar will give you an in-depth look at documentation related to the CU*BASE 16.12 release, the 16.12 Imaging release, Online Member Tax Forms, the upcoming 16.11 Online Banking release, and more! Attending is easy! No registration is required… Read more »

Dec 6, 2016

November 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 November 2016 edition of the CU*BASE Monthly Monitor Recap! November 2016 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 products…. Read more »

Dec 5, 2016

CU*BASE GOLD 16.12 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 16.12: Online credit unions: December 4 Site-Four partners: December 4 Self-processing credit unions: December 12 Release Documents 16.12 Release Summary 16.12 Menu Changes 16.12 Database Changes Imaging Solutions Release Imaging Solutions… Read more »

Nov 29, 2016