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, Xtend SRS 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
July 23, 2018

Join Us Tomorrow – Introducing Asterisk Intelligence for Data Analytics and Data Warehousing

Join Us Tomorrow – Introducing Asterisk Intelligence for Data Analytics and Data Warehousing

The future is data, and you need the ability to manipulate and analyze your data.  CU*Answers realizes the future of data mining and has recruited a team of analysts to achieve your data mining goals. Meet the Asterisk Intelligence team and discover their vision regarding the future of data warehousing and how to make the… Read more »

Sep 11, 2017

Introducing Asterisk Intelligence for Data Analytics and Data Warehousing

Introducing Asterisk Intelligence for Data Analytics and Data Warehousing

The future is data, and you need the ability to manipulate and analyze your data.  CU*Answers realizes the future of data mining and has recruited a team of analysts to achieve your data mining goals. Meet the Asterisk Intelligence team and discover their vision regarding the future of data warehousing and how to make the… Read more »

Sep 6, 2017

Choose from 15 Full Analysis Packages

Choose from 15 Full Analysis Packages

Ask big questions – Get big answers. Choose from any of 15 full analytical packages the Asterisk Intelligence team offers for either one-time or recurring results with a SWOT* analysis throughout the entire analytical briefing. Popular topics include: Skip-a-Pay Analysis Top 25 ACH Depositors Analysis Checking without Debit Cards Shop Asterisk Intelligence These products are… Read more »

Aug 29, 2017

Turn on Customized Data for Members and Accounts

Turn on Customized Data for Members and Accounts

Consider the power of tracking customized information about a member’s life events and relationship with you… what if you knew the answer to these questions? What are the key details (rate, balance, and institution) of the outside loan you just captured? Which college is your student member attending?  What year will/did they graduate? Who attended… Read more »

Aug 22, 2017

Keep Transaction History Longer!

Keep Transaction History Longer!

We’re at the half-way point!  As announced in March 2017, your transaction history retention on all account types is gradually increasing toward the goal of DOUBLE its previous limit.  Remember, this is happening behind-the-scenes at no cost to you as part of CU*Answers initiatives to support data analytics and data warehousing.  In order to analyze,… Read more »

Aug 15, 2017

Custom Query Price Reduced to $75/hour!

Custom Query Price Reduced to $75/hour!

Turn to the Asterisk Intelligence team to build your credit union a query for custom reports or data mining insights! Request a Custom Query for only $75/hour! (previously priced at $100/hour)   Occasionally, custom query requests may require programming.  If so, you will be notified and offered the option for a separate programming quote. The… Read more »

Aug 1, 2017

My CU Today is now Analytics Booth!

My CU Today is now Analytics Booth!

The Asterisk Intelligence Team at CU*Answers completes re-branding of My CU Today to Analytics Booth! Welcome to Analytics Booth!  Formerly known as My CU Today, Analytics Booth allows you to understand your credit union better than ever before, with the ability to track and trend 70+ data points across balances, transactions, and member activity.  These… Read more »

Jul 24, 2017

Introducing Analytics Booth, from the Asterisk Intelligence Team!

Introducing Analytics Booth, from the Asterisk Intelligence Team!

The Asterisk Intelligence Team at CU*Answers is proud to introduce Analytics Booth, formerly known as My CU Today! Analytics Booth allows you to understand your credit union better than ever before, with the ability to track data points across balances, transactions, and member activity.  These include: How many members sign up each day Average checking… Read more »

Jul 18, 2017