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

Proving Data Strategies: CU*BASE Tool Usage Insights

Proving Data Strategies: CU*BASE Tool Usage Insights

Join the Asterisk Intelligence Team as they review the Tool Usage Analysis Dashboard (#1195) available within CU*BASE.  How effectively are you and your team utilizing CU*BASE and which tools are used the most by your team?  Did you know that the 21.05 CU*BASE release introduced 10 new features within CU*BASE; are your team members aware… Read more »

Jun 18, 2021

Asterisk Intelligence Presents: Removing Barriers that Keep You from Earning

Asterisk Intelligence Presents: Removing Barriers that Keep You from Earning

Data analytics can help your credit union make informed decisions and offer a competitive edge, yet misconceptions about data analytics can obstruct the impact and hinder your earning abilities.  During our upcoming webinar, the Asterisk Intelligence team will explore 3 common misconceptions surrounding data analytics and how your credit union can turn these fallacies into… Read more »

Jun 17, 2021

The AB_22.06 Analytics Booth Release Arrives June 27!

The AB_22.06 Analytics Booth Release Arrives June 27!

The Asterisk Intelligence Team is excited to present the AB_21.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 27!  This release features: Additional Web Version launch points within four new CU*BASE tools to quickly access in-depth analysis. Seven new data points, such as average credit score and average weighted rate, in the… Read more »

Jun 14, 2021

Don’t Miss This Week’s Proving Data Strategies: Analytics Booth Peer Comparison

Don’t Miss This Week’s Proving Data Strategies: Analytics Booth Peer Comparison

Join the Asterisk Intelligence team as they review the Peer Group Trend Graphing feature of Analytics Booth.  Your data is an asset and it’s simple to gain quick value from it – track your operational trends alongside cuasterisk.com network peer groups, defined by you.  Available for all Trends in Analytics Booth, create a Primary Peer… Read more »

Jun 1, 2021

Proving Data Strategies: Analytics Booth Peer Comparison

Proving Data Strategies: Analytics Booth Peer Comparison

Join the Asterisk Intelligence team as they review the Peer Group Trend Graphing feature of Analytics Booth.  Your data is an asset and it’s simple to gain quick value from it – track your operational trends alongside cuasterisk.com network peer groups, defined by you.  Available for all Trends in Analytics Booth, create a Primary Peer… Read more »

May 27, 2021

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team for a review of their favorite changes and new tools implemented with the 21.05 CU*BASE release.  They will discuss new dashboards, feature enhancements and database changes from this release.  Hear firsthand how certain features can be integrated into your operations and help to… Read more »

May 24, 2021

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team for a review of their favorite changes and new tools implemented with the 21.05 CU*BASE release.  They will discuss new dashboards, feature enhancements and database changes from this release.  Hear firsthand how certain features can be integrated into your operations and help to… Read more »

May 19, 2021

Don’t Miss This Week’s Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Don’t Miss This Week’s Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Join the Asterisk Intelligence team as they review the set of “Where Your Members….” Dashboards within CU*BASE GOLD.  Your data is an asset and it’s simple to gain quick value from it – follow along with several fast and simple data reviews that bring light to exactly where members are doing their financial business outside… Read more »

May 17, 2021

Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Proving Data Strategies: Where Your Members… Shop/Borrow/Pay Bills

Join the Asterisk Intelligence team as they review the set of “Where Your Members….” Dashboards within CU*BASE GOLD.  Your data is an asset and it’s simple to gain quick value from it – follow along with several fast and simple data reviews that bring light to exactly where members are doing their financial business outside… Read more »

May 13, 2021

Proving Data Strategies: Analytics Booth Portfolio Analysis Dashboards

Proving Data Strategies: Analytics Booth Portfolio Analysis Dashboards

Join the Asterisk Intelligence team as they review the Portfolio Analysis Dashboards available within Analytics Booth.  Your data is an asset – hear from our analysts how your operational data can be leveraged for greater insights into loan, share, and certificate portfolio performance.  Learn how to leverage the data visualization strategies available within Analytics Booth… Read more »

May 10, 2021