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

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! CU*BASE Tool #595, our Loan Portfolio Analysis, can be used to organize your portfolio by loan category, purpose code, or security code, in order to align with your preferred reporting method.  Use this tool to view balances per category, active loan counts, and even insights into… Read more »

Feb 9, 2018

Scope Out Data Trends and Insights with Data Watch!

Scope Out Data Trends and Insights with Data Watch!

Join the Asterisk Intelligence Team for a new monthly webinar series, Data Watch!  Data Watch is for all credit union professionals interested in hearing about the latest trends in data.  We want to share and explore recent data trends and insights we’ve encountered over the previous month.  We believe it is not just about how… Read more »

Feb 6, 2018

My Credit Union Did What?: a new blog from the AI team

My Credit Union Did What?: a new blog from the AI team

Check out the new blog from Asterisk Intelligence analyst, Josh Peacock. In his blog, My Credit Union Did What?, Josh makes observations about data analysis that stimulate collaboration and start conversations about credit union operations. Visit the site and subscribe! New car loan on steroids. Using annotations – why they’re valuable Annotations are a GREAT… Read more »

Jan 12, 2018

The Data Dialogue: a new blog from the AI team

The Data Dialogue: a new blog from the AI team

Check out the new blog from Asterisk Intelligence analyst, Thomas Hull. In his blog, The Data Dialogue, Thomas shows you how to maximize the value attained through proper data utilization and presentation. Visit the site and subscribe! Refining Insight from Data Asterisk Intelligence has built a business around generating actionable insight from data. As simple… Read more »

Jan 5, 2018

The Asterisk Intelligence team has an appetite for knowledge!

The Asterisk Intelligence team has an appetite for knowledge!

Work smarter, not harder!  The Asterisk Intelligence team brings you a team of analysts who work to interpret your data for insights and opportunity.  Tools like Analytics Booth, Report Builder, Dashboards, and Unique Data Management give you the power to see and control your database – the Asterisk Intelligence team will work with you to… Read more »

Nov 29, 2017

The Asterisk Intelligence team: helping you achieve your goals through collaboration and shared insight

The Asterisk Intelligence team: helping you achieve your goals through collaboration and shared insight

Work smarter, not harder!  The Asterisk Intelligence team brings you a team of analysts who work to interpret your data for insights and opportunity.  Tools like Analytics Booth, Report Builder, Dashboards, and Unique Data Management give you the power to see and control your database – the Asterisk Intelligence team will work with you to… Read more »

Nov 22, 2017

The Asterisk Intelligence team: helping you turn data in actionable information

The Asterisk Intelligence team: helping you turn data in actionable information

Work smarter, not harder!  The Asterisk Intelligence team brings you a team of analysts who work to interpret your data for insights and opportunity.  Tools like Analytics Booth, Report Builder, Dashboards, and Unique Data Management give you the power to see and control your database – the Asterisk Intelligence team will work with you to… Read more »

Nov 16, 2017

The Asterisk Intelligence team can help you find the right data!

The Asterisk Intelligence team can help you find the right data!

Work smarter, not harder!  The Asterisk Intelligence team brings you a team of analysts who work to interpret your data for insights and opportunity.  Tools like Analytics Booth, Report Builder, Dashboards, and Unique Data Management give you the power to see and control your database – the Asterisk Intelligence team will work with you to… Read more »

Nov 9, 2017