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

Lender*VP has picked the 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

CU*BASE Daily Reports

Have you ever wondered what a report means or when it is generated? Look no further! The 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
August 15, 2023

Increase Membership Growth with Referral Program Incentives!

Increase Membership Growth with Referral Program Incentives!

Are you looking to boost your membership growth?  An incentivized referral program is a great way to foster word-of-mouth growth using your most valuable resource: your members! Asterisk Intelligence can help you take full advantage of CU*BASE Report Builder, Direct Posting, and Unique Data Management tools, to simplify and streamline your process.  From tracking incoming… Read more »

Mar 18, 2024

Join a Conversation on Data – March 7!

Join a Conversation on Data – March 7!

Join a Conversation on Data with your credit union peers, hosted by CU*Answers’ Asterisk Intelligence.  Meetings are held via Zoom in the style of open forum discussion or presentation.  Please come prepared with a question or suggestion for the group on the topic of Sharing with Your Peers – Your Recent Data Projects or Approaches. … Read more »

Mar 6, 2024

Join a Conversation on Data – March 7!

Join a Conversation on Data – March 7!

Join a Conversation on Data with your credit union peers, hosted by CU*Answers’ Asterisk Intelligence.  Meetings are held via Zoom in the style of open forum discussion or presentation.  Please come prepared with a question or suggestion for the group on the topic of Sharing with Your Peers – Your Recent Data Projects or Approaches. … Read more »

Feb 28, 2024

Join a Conversation on Data – March 7!

Join a Conversation on Data – March 7!

Join a Conversation on Data with your credit union peers, hosted by CU*Answers’ Asterisk Intelligence.  Meetings are held via Zoom in the style of open forum discussion or presentation.  Please come prepared with a question or suggestion for the group on the topic of Sharing with Your Peers – Your Recent Data Projects or Approaches. … Read more »

Feb 20, 2024

Join a Conversation on Data – March 7!

Join a Conversation on Data – March 7!

Join a Conversation on Data with your credit union peers, hosted by CU*Answers’ Asterisk Intelligence.  Meetings are held via Zoom in the style of open forum discussion or presentation.  Please come prepared with a question or suggestion for the group on the topic of Sharing with Your Peers – Your Recent Data Projects or Approaches. … Read more »

Feb 20, 2024

Don’t Forget to Register for Asterisk Intelligence Week

Don’t Forget to Register for Asterisk Intelligence Week

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Feb 8, 2024

Don’t Forget to Register for Asterisk Intelligence Week

Don’t Forget to Register for Asterisk Intelligence Week

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Feb 5, 2024

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Feb 1, 2024

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 29, 2024

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 25, 2024