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

Reminder: Analytics Booth Price Increase

Reminder: Analytics Booth Price Increase

Effective 10/1/19, the monthly fee for Analytics Booth will increase to $100.00.  This price increase, which was previously announced at the 2019 Leadership Conference, will support the growing infrastructure of the Analytics Booth applications. Analytics Booth is an analytical toolkit that provides the following services to credit unions: Analytics Booth Trends Analytics Booth Alerts Analytics… Read more »

Sep 20, 2019

Jump into a Dashboard Dive: Channel Activity by Member Age Group

Jump into a Dashboard Dive: Channel Activity by Member Age Group

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #200, the Channel Activity by Members Age Group dashboard.  Use this dashboard to study posted transactions through each of our configured transaction delivery channel.  Learn how to use this dashboard to review which transaction channels each specific… Read more »

Sep 19, 2019

RESCHEDULED – Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

RESCHEDULED – Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #460 and #592 the Concentration Risk by Member and Portfolio Analysis Concentration Risk Dashboards.  Understanding and managing risk exposure is critical to the health and sustainability of the credit union.  Learn how to use these dashboards to… Read more »

Sep 19, 2019

Order a Data Warehouse for Custom Data Storage in the Core

Order a Data Warehouse for Custom Data Storage in the Core

The Data Warehouse, available from Asterisk Intelligence, is designed to support the storage and analysis of data from multiple sources from alongside your core processing data.  The space gives you a solution to manage custom and special data sets in CU*BASE. Click below to purchase your Data Warehouse: Visit the Store Today Asterisk Intelligence is… Read more »

Sep 18, 2019

Don’t Miss This Week’s Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Don’t Miss This Week’s Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #460 and #592 the Concentration Risk by Member and Portfolio Analysis Concentration Risk Dashboards.  Understanding and managing risk exposure is critical to the health and sustainability of the credit union.  Learn how to use these dashboards to… Read more »

Sep 16, 2019

Jump into a Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Jump into a Dashboard Dive: Concentration Risk by Member/Portfolio Analysis Concentration Risk

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #460 and #592 the Concentration Risk by Member and Portfolio Analysis Concentration Risk Dashboards.  Understanding and managing risk exposure is critical to the health and sustainability of the credit union.  Learn how to use these dashboards to… Read more »

Sep 12, 2019

Don’t Miss This Week’s Dashboard Dive: Data Warehousing/Library Management Tools

Don’t Miss This Week’s Dashboard Dive: Data Warehousing/Library Management Tools

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #1980 and #1310, the Library Statistics and Management Dashboards.  Regardless of whether you participate with our shared Data Warehousing services or not, you will not want to miss out on these features!  Learn how to utilize these… Read more »

Sep 9, 2019

Analytics Booth Price Increase

Analytics Booth Price Increase

Effective 10/1/19, the monthly fee for Analytics Booth will increase to $100.00.  This price increase, which was previously announced at the 2019 Leadership Conference, will support the growing infrastructure of the Analytics Booth applications. Analytics Booth is an analytical toolkit that provides the following services to credit unions: Analytics Booth Trends Analytics Booth Alerts Analytics… Read more »

Sep 6, 2019

Jump into a Dashboard Dive: Data Warehousing/Library Management Tools

Jump into a Dashboard Dive: Data Warehousing/Library Management Tools

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #1980 and #1310, the Library Statistics and Management Dashboards.  Regardless of whether you participate with our shared Data Warehousing services or not, you will not want to miss out on these features!  Learn how to utilize these… Read more »

Sep 5, 2019

Free Download from AI for the 20 Quick Data Fact Projects Book

Free Download from AI for the 20 Quick Data Fact Projects Book

Free Download: 20 Quick Data Facts Book from Asterisk Intelligence Be surprised by data about your credit union!  See some information that raises more questions that you want to research and learn!  Discover (or re-discover) a data set you didn’t know you had at the click of a button! There are thousands of facts available… Read more »

Sep 3, 2019