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).

 

 

 

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
October 15, 2019

Don’t Miss This Week’s Proving Data Strategies: Analytics Booth Peer Comparison

Don’t Miss This Week’s Proving Data Strategies: Analytics Booth Peer Comparison

Join the Asterisk Intelligence team as they review the Peer Group Trend Graphing feature of Analytics Booth.  Your data is an asset and it’s simple to gain quick value from it – track your operational trends alongside cuasterisk.com network peer groups, defined by you.  Available for all Trends in Analytics Booth, create a Primary Peer… Read more »

Jun 1, 2021

Proving Data Strategies: Analytics Booth Peer Comparison

Proving Data Strategies: Analytics Booth Peer Comparison

Join the Asterisk Intelligence team as they review the Peer Group Trend Graphing feature of Analytics Booth.  Your data is an asset and it’s simple to gain quick value from it – track your operational trends alongside cuasterisk.com network peer groups, defined by you.  Available for all Trends in Analytics Booth, create a Primary Peer… Read more »

May 27, 2021

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 for a review of their favorite changes and new tools implemented with the 21.05 CU*BASE release.  They will discuss new dashboards, feature enhancements and database changes from this release.  Hear firsthand how certain features can be integrated into your operations and help to… Read more »

May 24, 2021

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 for a review of their favorite changes and new tools implemented with the 21.05 CU*BASE release.  They will discuss new dashboards, feature enhancements and database changes from this release.  Hear firsthand how certain features can be integrated into your operations and help to… Read more »

May 19, 2021

Don’t Miss This Week’s Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Don’t Miss This Week’s Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Join the Asterisk Intelligence team as they review the set of “Where Your Members….” Dashboards within CU*BASE GOLD.  Your data is an asset and it’s simple to gain quick value from it – follow along with several fast and simple data reviews that bring light to exactly where members are doing their financial business outside… Read more »

May 17, 2021

Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Join the Asterisk Intelligence team as they review the set of “Where Your Members….” Dashboards within CU*BASE GOLD.  Your data is an asset and it’s simple to gain quick value from it – follow along with several fast and simple data reviews that bring light to exactly where members are doing their financial business outside… Read more »

May 13, 2021

Proving Data Strategies: Analytics Booth Portfolio Analysis Dashboards

Proving Data Strategies: Analytics Booth Portfolio Analysis Dashboards

Join the Asterisk Intelligence team as they review the Portfolio Analysis Dashboards available within Analytics Booth.  Your data is an asset – hear from our analysts how your operational data can be leveraged for greater insights into loan, share, and certificate portfolio performance.  Learn how to leverage the data visualization strategies available within Analytics Booth… Read more »

May 10, 2021

Join Us for an Analytics Booth Open House on May 5th!

Join Us for an Analytics Booth Open House on May 5th!

Announcing the Analytics Booth Open House!  Join the Asterisk Intelligence team as we place the spotlight on Analytics Booth, our web-based operational trending and analysis application.  During this Open House, we will review features and functionality of Analytics Booth and will discuss firsthand how this resource can be leveraged to create value for your credit… Read more »

May 3, 2021

Asterisk Intelligence team to host an Analytics Booth Open House for Credit Unions

The CU*Answers Asterisk Intelligence Team, a division of CU*Answers, the 100% credit union owned cooperative based in Grand Rapids, Michigan recently announced an Open House for Analytics Booth on May 5th. Asterisk Intelligence is a team of analytical experts who work to interpret credit union data for insights and opportunities within the CU*BASE core toolset. […]

Apr 28, 2021

Join Us for an Analytics Booth Open House on May 5th!

Join Us for an Analytics Booth Open House on May 5th!

Announcing the Analytics Booth Open House!  Join the Asterisk Intelligence team as we place the spotlight on Analytics Booth, our web-based operational trending and analysis application.  During this Open House, we will review features and functionality of Analytics Booth and will discuss firsthand how this resource can be leveraged to create value for your credit… Read more »

Apr 26, 2021