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

Jump into a Dashboard Dive: Relationship Analysis

Jump into a Dashboard Dive: Relationship Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard.  Have you ever wondered how many members you have between the age of 18-25?  Or have you wanted to see a membership break down by age?  Learn how to use this dashboard… Read more »

Apr 13, 2018

Asterisk Intelligence Contests Coming Soon!

Asterisk Intelligence Contests Coming Soon!

The Asterisk Intelligence Team is excited to announce two upcoming contests for Analytics Booth users!  Both contests will run from April 15 through October 15, 2018, and the winner of each will earn a $250 prize! In order to participate in these contests, you will need to have a Analytics Booth subscription.  Not using Analytics… Read more »

Apr 10, 2018

Don’t Miss This Week’s Dashboard Dive: Patronage Comparison

Don’t Miss This Week’s Dashboard Dive: Patronage Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #582, the Patronage Comparison dashboard.  Have you ever wanted to compare different member segments to one another?  How do my Millennials differ from my Generation X members?  What transaction channels are each segment drawn too?  Learn how… Read more »

Apr 10, 2018

Jump into a Dashboard Dive: Patronage Comparison

Jump into a Dashboard Dive: Patronage Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #582, the Patronage Comparison dashboard.  Have you ever wanted to compare different member segments to one another?  How do my Millennials differ from my Generation X members?  What transaction channels are each segment drawn too?  Learn how… Read more »

Apr 6, 2018

Check Out the Asterisk Intelligence University Courses for April!

Check Out the Asterisk Intelligence University Courses for April!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of April, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up! Tuesday, April 17 3:00 PM… Read more »

Apr 5, 2018

A Recap of Asterisk Intelligence Week

A Recap of Asterisk Intelligence Week

CU*Answers recently hosted Asterisk Intelligence Week from March 12-16.  During this week of on-site training events, attendees worked directly with the Asterisk Intelligence team on three primary topics: Analytical dashboard tools within CU*BASE Custom data mining with Report Builder (Query) Daily trending data and analysis of product portfolios and financial data within Analytics Booth With… Read more »

Apr 3, 2018

Don’t Miss This Week’s Dashboard Dive: Where Your Members Borrow

Don’t Miss This Week’s Dashboard Dive: Where Your Members Borrow

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #976, the Where your Members Borrow dashboard.  Have you ever wondered who your top loan competitors were?  Or which other financial institutions your members do business with?  This dashboard reviews the active trade line details received during… Read more »

Apr 3, 2018

Jump into a Dashboard Dive: Where Your Members Borrow

Jump into a Dashboard Dive: Where Your Members Borrow

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #976, the Where your Members Borrow dashboard.  Have you ever wondered who your top loan competitors were?  Or which other financial institutions your members do business with?  This dashboard reviews the active trade line details received during… Read more »

Mar 30, 2018

Coming Soon from Asterisk Intelligence…

Coming Soon from Asterisk Intelligence…

Have you recently logged into Analytics Booth and noticed that there are three new dashboards labeled ‘coming soon’? These new dashboards will be released individually over the coming months. The Asterisk Intelligence Team has been hard at work on these new dashboards, and we are excited to share more details with you! Stay tuned for… Read more »

Mar 29, 2018