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

Don’t Miss This Week’s Dashboard Dive: Written-Off/Charged-Off Loan History Dashboard

Don’t Miss This Week’s Dashboard Dive: Written-Off/Charged-Off Loan History Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #476, the Written-Off/Charged-Off Loan History Dashboard.  Do you have a firm handle on your historical loan losses?  Do you know how your 2019 year- to-date charged off loans are trending versus 2018?  Analyzing your historical loan losses… Read more »

May 6, 2019

Jump into a Dashboard Dive: Written-Off/Charged-Off Loan History Dashboard

Jump into a Dashboard Dive: Written-Off/Charged-Off Loan History Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #476, the Written-Off/Charged-Off Loan History Dashboard.  Do you have a firm handle on your historical loan losses?  Do you know how your 2019 year- to-date charged off loans are trending versus 2018?  Analyzing your historical loan losses… Read more »

May 2, 2019

Order a Data Warehouse for Custom Data Storage in the Core

Order a Data Warehouse for Custom Data Storage in the Core

The Data Warehouse, available from Asterisk Intelligence, is designed to support the storage and analysis of data from multiple sources from alongside your core processing data.  The space gives you a solution to manage custom and special data sets in CU*BASE. Click below to purchase your Data Warehouse: Visit the Store Today Asterisk Intelligence is… Read more »

Apr 29, 2019

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team for a week of in-person educational events, May 13-16 in Grand Rapids, MI!  These events are designed for credit union management, marketing staff, and database administrators. We are excited for the high level of interest in our on-site query courses.  Attendance is almost full for our May session, but we… Read more »

Apr 29, 2019

Don’t Miss This Week’s Dashboard Dive: Payveris Bill Pay Dashboards

Don’t Miss This Week’s Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 22, 2019

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 18, 2019

What’s in a Call? The Latest from ‘The Data Trendsetter’

What’s in a Call?  The Latest from ‘The Data Trendsetter’

Has your credit union been utilizing Phone Operator to its full capabilities?  How is your staff engaging with members when they contact your credit union? Sarah Ashby, the Asterisk Intelligence team’s Marketing and Business Intelligence Analyst through Xtend, recently shared her insights on Phone Optics Data in a recent blog post titled, ‘What’s in a… Read more »

Apr 17, 2019

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 15, 2019

Warehouse Spotlight – Phone Optics Data Collection

Warehouse Spotlight – Phone Optics Data Collection

Phone Optics allows you to study phone support beyond wrap-up codes and trackers.  The Data Warehouse is the only place capable of storing the optional Phone Optics data set in CU*BASE. Do you know what member phone engagements really involve? Use the Data Warehouse space (purchase required) to store the special Phone Optics data set…. Read more »

Apr 12, 2019

Jump into a Dashboard Dive: Common Bonds

Jump into a Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 11, 2019