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, 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
November 7, 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 Account 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 162 times!  Increase Virtual StrongBox usage and refer members to this video today! Play Video Want to customize this video with your credit… Read more »

Nov 20, 2017

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

*The November Tricks of the Trade webinar, originally scheduled for Wednesday, November 15, has been rescheduled for Wednesday, November 29. Scheduled for Wednesday, November 29 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of… Read more »

Nov 14, 2017

Join Us for the November Tricks of the Trade Webinar!

Join Us for the November Tricks of the Trade Webinar!

Scheduled for Wednesday, November 15 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of holds (check, RDC, Member in Good Standing) work together, online Reg D warnings, and the Compromised Card Feature. Attending is… Read more »

Nov 8, 2017

October CU*BASE Monthly Monitor Recap

October 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 October 2017 edition of the CU*BASE Monthly Monitor Recap! October 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 »

Nov 1, 2017

Reminder: CU*BASE GOLD 17.10 Coming Soon!

Reminder: CU*BASE GOLD 17.10 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes File Maintenance Inquiry Enhancement (Addendum) Attention auditors: The File Maintenance Inquiry (Tool #159)… Read more »

Oct 18, 2017

CU*BASE GOLD 17.10 Coming Soon!

CU*BASE GOLD 17.10 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming! Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes Release Training General Release… Read more »

Oct 4, 2017