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 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, XtendSRS 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 7, 2017

June CU*BASE Monthly Monitor Recap

June 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 June 2017 edition of the CU*BASE Monthly Monitor Recap! June 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… Read more »

Jul 5, 2017

Video of the Week: Accessing a Document in Your Virtual StrongBox

Video of the Week: Accessing a Document in Your Virtual StrongBox

Accessing a Document in Your Virtual StrongBox   Need a quick way to show members how to access receipts and other documents in their Virtual StrongBox? Refer them to this video, which has been viewed 121 times! Increase Virtual StrongBox usage and refer members to this video today! Play Video Want to customize this video… Read more »

Jul 3, 2017

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

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

The June 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 17.05 release enhancements to Automated Non-Returns, Miscellaneous Account Forms, and the new Reassigning Tracker Follow-ups feature. Don’t have time to attend?… Read more »

Jun 27, 2017

Join Us for the June Tricks of the Trade Webinar!

Join Us for the June Tricks of the Trade Webinar!

Scheduled for Tuesday, June 27 from 3:30-4:00 PM ET, the interactive and engaging June Tricks of the Trade webinar will give you an in-depth look at documentation related to 17.05 release enhancements to Automated Non-Returns, Miscellaneous Account forms and the new Reassigning Tracker Follow-ups feature. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Jun 20, 2017

May CU*BASE Monthly Monitor Recap

May 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 May 2017 edition of the CU*BASE Monthly Monitor Recap! May 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… Read more »

Jun 5, 2017