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

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Apr 13, 2022

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

In order to become a more data-driven organization, you need a person or a team that ensures quality information can be used in a meaningful way throughout your entire business.  Meet the Analyst is your human resource for managing a range of data-driven functions, including overseeing data management, creating data strategies and improving data quality…. Read more »

Apr 13, 2022

The People Behind the Brands – Meet Asterisk Intelligence

The People Behind the Brands – Meet Asterisk Intelligence

Asterisk Intelligence supports three brands within CU*Answers – our core CU*BASE software, the new AI*Engaged data warehouse management tool, and Analytics Booth.  Introduced in 2015, Analytics Booth is an easy-to-access toolset that provides senior managers at credit unions with data analysis on the credit union’s activity.  This toolset includes alerts that can notify credit union… Read more »

Apr 11, 2022

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

In order to become a more data-driven organization, you need a person or a team that ensures quality information can be used in a meaningful way throughout your entire business.  Meet the Analyst is your human resource for managing a range of data-driven functions, including overseeing data management, creating data strategies and improving data quality…. Read more »

Apr 8, 2022

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

Apr 7, 2022

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Apr 5, 2022

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, 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 »

Apr 1, 2022

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, 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 »

Mar 31, 2022