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

Check Out the Current Leaderboards for the Analytics Booth Contests!

Check Out the Current Leaderboards for the Analytics Booth Contests!

Contests run through October 15, 2018, and the winner of each will earn a $250 prize!  All you need to do to participate is to use your Analytics Booth subscription (no special entry is required).  Monthly results will be posted to the CU*Answers website, so you can track your progress throughout the contest period for… Read more »

Sep 17, 2018

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

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

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Sep 17, 2018

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Sep 14, 2018

Join Us for Today’s Dashboard Dive: Link/View Dealer Member Loans

Join Us for Today’s Dashboard Dive: Link/View Dealer Member Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Link/View Dealer Member Loans Dashboard.  No longer do you need to run a report to see all of your indirect loans in one place!  Learn how this dashboard can be used to increase visibility into… Read more »

Sep 6, 2018

CU*Answers adds new opportunity to analyze channels members use to access online banking and mobile app

A recent software release from CU*Answers for It’s Me 247 Online Banking has brought new visibility to the ways credit union members engage with their online banking account. The Asterisk Intelligence team at CU*Answers is especially excited to share the analytical value of the data now being collected. Analysts and report writers at credit unions […]

Aug 30, 2018

Check Out New Data Enhancements from the 18.08 Online Banking Release

Check Out New Data Enhancements from the 18.08 Online Banking Release

Asterisk Intelligence is excited to point out the analytical value of a recent enhancement to the member login history page in It’s Me 247.  The 18.08 It’s Me 247 Release brought the ability for members to see more information in their Login History page – login source, whether desktop or mobile and what type of… Read more »

Aug 29, 2018

Jump into a Dashboard Dive: Why Your Members Call

Jump into a Dashboard Dive: Why Your Members Call

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Why Your Members Call Dashboard.  Learn how this dashboard can be used to analyze your call center activity and provide greater visibility into your call center Wrap-up Codes.  Quickly review call volume per day, employee… Read more »

Aug 27, 2018

Asterisk Intelligence team extends weekly Dashboard Dives into October

CU*Answers, the 100% credit union-owned, data processing CUSO, recently extended their weekly Dashboard Dive webinar series into October. The 2018 Dashboard Dive series, facilitated by the Asterisk Intelligence team, began in February and was originally scheduled to run weekly through August. However, due to increased demand and the introduction of five new dashboards in the […]

Aug 22, 2018

Asterisk Intelligence completes online training on CU*BASE® data mining tools

A free, three-part educational series of classes was offered via online webinar August 13th by CU*Answers, a 100% credit union-owned cooperative CUSO. The courses train credit unions on the Report Builder (Query) toolset within the CU*BASE core processing platform. Asterisk Intelligence, a team of data analysts at CU*Answers, led the trainings which received positive feedback […]

Aug 22, 2018

CU*Answers boot camp participants get early access to data warehouse from Asterisk Intelligence

Fourteen participants of CU*Answers’ What Makes Data Valuable Boot Camp program are currently benefiting from early access to yet another data management project in development at the CUSO. The Asterisk Intelligence team from CU*Answers is working on the creation of a native data warehouse solution in the CU*BASE® core and has opened the product for […]

Aug 22, 2018