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: Money Movement Analysis

Jump into a Dashboard Dive: Money Movement Analysis

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 »

Oct 15, 2018

Don’t Miss This Week’s Dashboard Dive: Net Relationship Summary Dashboard

Don’t Miss This Week’s Dashboard Dive: Net Relationship Summary Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #547, the Net Relationship Summary Dashboard.  Have you been looking to analyze your members by determining their net relationship with the credit union?  Or would you like to identify who your savers are and who your… Read more »

Oct 8, 2018

Jump into a Dashboard Dive: Net Relationship Summary Dashboard

Jump into a Dashboard Dive: Net Relationship Summary Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #547, the Net Relationship Summary Dashboard.  Have you been looking to analyze your members by determining their net relationship with the credit union?  Or would you like to identify who your savers are and who your… Read more »

Oct 5, 2018

Free Self-Directed Data Floods Have Been Extended Through December!

Free Self-Directed Data Floods Have Been Extended Through December!

We’re extending our offer on free Self-Directed Data Floods! Previously, the Asterisk Intelligence team was planning to end our offer of free Self-Directed Data Floods on Sunday, September 30th.  However, we will now be extending that free period until December 31st, 2018. Then, on January 1st, 2019, the Asterisk Intelligence team will begin charging a… Read more »

Oct 3, 2018

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team as they review database changes implemented with the most recent CU*BASE release.  Hear our take on new dashboards released and learn about the value they can add to your organization. Review database changes, impacts to your Ad Hoc reporting, as well as must-see… Read more »

Oct 2, 2018

Jump into a Dashboard Dive: Loan Payment Analysis

Jump into a Dashboard Dive: Loan Payment Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #468, the Loan Payment Analysis Dashboard.  Learn how to use this dashboard to analyze your monthly loan payment activity like never before!  Have you been wondering how many loans are paying off each month?  Or have you… Read more »

Oct 1, 2018

Don’t Miss This Week’s Dashboard Dive: Payveris Bill Pay Dashboards

Don’t Miss This Week’s 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 »

Sep 24, 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 »

Sep 21, 2018

2018 Asterisk Intelligence Week concludes successfully

Asterisk Intelligence, the division of CU*Answers specializing in data strategy within credit unions, recently completed their second offering of Asterisk Intelligence Week, a 4-day training event promoting data strategy and analytical tactics to credit unions. The training event was divided into three primary topics attendees could choose to attend individually or in entirety. The event […]

Sep 18, 2018

2018 Asterisk Intelligence Week concludes successfully

Asterisk Intelligence, the division of CU*Answers specializing in data strategy within credit unions, recently completed their second offering of Asterisk Intelligence Week, a 4-day training event promoting data strategy and analytical tactics to credit unions. The training event was divided into three primary topics attendees could choose to attend individually or in entirety. The event […]

Sep 18, 2018