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
Jim 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
Geoff 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
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
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
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
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
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
Have 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.
