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

Design Your Own Database Solutions with Unique Data Management!

Design Your Own Database Solutions with Unique Data Management!

Unique Data Management (UDM) custom fields is a design-your-own-database solution for customized data points!  Use UDM fields to expand the collection of information you and your staff know about a member and the products they use.  Want to learn best practices for configuring custom fields in CU*BASE, or looking for tips on generating and custom field… Read more »

Feb 19, 2019

The AB_19.02 Analytics Booth Release is Coming!

The AB_19.02 Analytics Booth Release is Coming!

New dashboards, Power Lines, and CU*BASE Integration  The Asterisk Intelligence Team is excited to present the AB_19.02 Analytics Booth Release, arriving to online client Analytics Booth subscribers on Monday, February 25! This release introduces the first of many in a line of web-view dashboards, Power Line integration from CU*BASE to Analytics Booth, and brand new… Read more »

Feb 11, 2019

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team for a week of in-person educational events, February 18-20 in Grand Rapids, MI!  Not able to join us in Grand Rapids?  Sign up for online webinar courses held on February 21!  These events are designed for credit union management, marketing staff, and database administrators. A few days of query training… Read more »

Feb 11, 2019

Learn About the Latest Updates Coming to Analytics Booth!

Learn About the Latest Updates Coming to Analytics Booth!

Learn about the latest updates coming to Analytics Booth! The 19.02 Release of Analytics Booth arrives on Monday, February 25!  Learn about all of the new items that will be implemented with this release by joining us for a release review.  We will discuss new dashboards, feature enhancements, and CU*BASE integrations.  Learn how these features… Read more »

Feb 6, 2019

Join Us This Year for Query, Dashboards, and Data Analytics

Join Us This Year for Query, Dashboards, and Data Analytics

In 2019, the Asterisk Intelligence team will be hosting Asterisk Intelligence Week, a quarterly training and strategy event for anyone looking to learn tools and strategies for Data Analysis and Data Warehousing. These 4-day events are designed for credit union management, marketing staff, and database administrators, and will include a mix of in-person and web-based… Read more »

Feb 6, 2019

The Data Trendsetter: a new blog from Asterisk Intelligence

The Data Trendsetter: a new blog from Asterisk Intelligence

Check out the new blog from Xtend Marketing and Business Intelligence Analyst Sarah Ashby. In her blog, The Data Trendsetter, Sarah shares her insights on dissecting the data available in CU*BASE and using it to generate an effective marketing campaign. Visit the site and subscribe!   Who Should I Contact? I’ve been working with credit… Read more »

Dec 10, 2018

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

Sign up for our self-directed data floods, which are free through December 31st, 2018! The Asterisk Intelligence team continues its promotion of offering free self-directed data floods until 12/31/2018.  After that, credit unions can process floods on their own, or work with the Asterisk Intelligence team to complete their floods for them for a $500… Read more »

Nov 23, 2018

Learn About the New Upload/Download Tool in CU*BASE!

Learn About the New Upload/Download Tool in CU*BASE!

Join the Asterisk Intelligence team as they demo and discuss the new and improved tool used for downloading or uploading data between CU*BASE and your PC or shared drive.  Introduced with the 18.11 Release of CU*BASE, this all-in-one tool contains both upload and download functions, as well as several upgrades to settings and file compatibility…. Read more »

Nov 16, 2018

Learn About the New Upload/Download Tool in CU*BASE!

Learn About the New Upload/Download Tool in CU*BASE!

Join the Asterisk Intelligence team as they demo and discuss the new and improved tool used for downloading or uploading data between CU*BASE and your PC or shared drive.  Introduced with the 18.11 Release of CU*BASE, this all-in-one tool contains both upload and download functions, as well as several upgrades to settings and file compatibility…. Read more »

Nov 14, 2018