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

View Our Latest Release to Analytics Booth

View Our Latest Release to Analytics Booth

Take a look at the latest updates to Analytics Booth! You may have noticed some recent changes that were implemented into Analytics Booth, as part of our latest release update.  You can view a full summary of the items that were implemented with this release by following the link below. View the Release Summary

Mar 1, 2018

Latest software release for Analytics Booth includes executive summary feature

A software release was successfully processed on February 28th for Analytics Booth, a web-based analytics product offered by CU*Answers, a 100% credit union-owned data processing CUSO. The new release includes a strong improvement within the products’ Trends section with the launch of an Executive Summary feature. The new Executive Summary capabilities add 6 new data […]

Mar 1, 2018

Training on data mining tools of CU*BASE® is a success

A free, 3-part educational series of classes was offered on February 22nd by CU*Answers, a 100% credit union-owned cooperative CUSO, to train its credit union-owners on the Report Builder (Query) toolset within its CU*BASE core processing platform. Asterisk Intelligence, a team of data analysts at CU*Answers, led the trainings. The series of educational courses on […]

Feb 27, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 27, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 23, 2018

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

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

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 20, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 16, 2018

CU*Answers Data Boot Camp participants get special preview of new data management resources

Participants of CU*Answers’ Data Boot Camp benefited from an early look at several data management projects at the company. The 100% credit union-owned data processing CUSO is developing a native data warehouse solution, and SnapShot, a data set that fully mirrors the processing environment of their CU*BASE® core system captured at the exact moment the […]

Feb 9, 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