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

Asterisk Intelligence completes multiple post-conversion trainings on dashboard tools of CU*BASE®

Asterisk Intelligence, a data analytics team at CU*Answers, recently completed a successful round of tool and strategy training sessions with four recently converted credit unions to the CU*Answers core processing system, CU*BASE. The standard post-conversion training sessions focus on educating credit union staff on the robust dashboard toolset of CU*BASE. The sessions typically take place […]

Mar 18, 2019

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 12, 2019

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 7, 2019

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 5, 2019

Jump into a Dashboard Dive: Loan Productivity Analysis

Jump into a Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 1, 2019

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Coming to Analytics Booth Subscribers Monday, February 25 The Asterisk Intelligence Team is excited to present the first of many web-view dashboards, Power Lines, brand new accrual dashboards, and integration from CU*BASE to Analytics Booth. Check it out! View the Release Summary   Learn More About the Analytics Booth Release Join the Asterisk Intelligence Team for… Read more »

Feb 22, 2019

Make Your Data Clear and Compelling with Visual Analytics Tools!

Make Your Data Clear and Compelling with Visual Analytics Tools!

Calling all data analysts!  Looking for the best way to locate visual analytics tools within CU*BASE?  Hoping to share valuable data with a larger audience?  Want a deeper exploration of different visualization options including graph types and color coding?  Visual Analytics Tools (VAT) allows you to present data in a way that is both clear… Read more »

Feb 22, 2019

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s still time to join our Asterisk Intelligence Week webinars!  If you were not able to participate in our on-site events earlier this week, take a look at the courses coming up on Thursday.  We will discuss Analytics Booth, Data Warehouse and Data Management solutions, and will explore the value these can bring to you… Read more »

Feb 20, 2019

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