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

Lender*VP has picked the 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

CU*BASE Daily Reports

Have you ever wondered what a report means or when it is generated? Look no further! The 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
August 15, 2023

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 25, 2024

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in March!  Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training.  Then, on Thursday, March 7th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 19, 2024

Learn All About Report Builder Basics – Check Out Our Video

Learn All About Report Builder Basics – Check Out Our Video

If you’re looking to build a report and gather insights for your credit union, check out our video on Report Builder Basics!  Built with data mining and research in mind, CU*BASE reports grant your credit union full control of data sources, filters, and formatting.  Your team can review raw data presented for member and transaction… Read more »

Dec 22, 2023

Make Your Data Clear and Compelling with Visual Analytics Tools!

Make Your Data Clear and Compelling with Visual Analytics Tools!

Calling all data analysts!  Looking for the best way to locate visual analytics tools within CU*BASE?  Hoping to share valuable data with a larger audience?  Want a deeper exploration of different visualization options including graph types and color coding?  Visual Analytics Tools (VAT) allows you to present data in a way that is both clear… Read more »

Dec 21, 2023

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Did you know?  The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union!  These query results will be provided as a database file in your QUERYxx CU*BASE library.  Training is also available upon request, so that you can run the query on your own in… Read more »

Dec 20, 2023

Reminder: The AB_23.12 Analytics Booth Release Arrives December 10th

Reminder: The AB_23.12 Analytics Booth Release Arrives December 10th

The Asterisk Intelligence Team is excited to present the AB_23.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 10th!  This release features: A new Alert and Report workflow with Smart Alerts Enhancements to the Member Management page for Admins Modifications to Trends and Trends Peer Comparison pages And more! View the Release… Read more »

Nov 28, 2023

The AB_23.12 Analytics Booth Release Arrives December 10th

The AB_23.12 Analytics Booth Release Arrives December 10th

The Asterisk Intelligence Team is excited to present the AB_23.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 10th!  This release features: A new Alert and Report workflow with Smart Alerts Enhancements to the Member Management page for Admins Modifications to Trends and Trends Peer Comparison pages And more! View the Release… Read more »

Nov 21, 2023

Strategic Shorts: Attaching Goals to Key Metrics

Strategic Shorts: Attaching Goals to Key Metrics

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how you can attach organizational goals to key metrics for your credit union.  Goals… Read more »

Jul 18, 2023