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

CU*Answers Announces That All Credit Unions Now Have 30 Days’ Worth of Card Activity Optics Data

CU*Answers Announces That All Credit Unions Now Have 30 Days’ Worth of Card Activity Optics Data

Every CU*Answers credit union now has a table/file in your FILExx library which contains 30 days of your member’s plastic activity.  This data set allows your credit union to dive into Non-Transactional Data, which can tell the story of how your members are interacting with their plastics.  In addition to providing you details on authorizations… Read more »

Mar 5, 2021

Are You Ready? Tracker Purges Begin in March!

Are You Ready? Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS Monday, March 1st is when the first initial purges of tracker data will begin. Don’t forget, you can review and update retention periods for your tracker types; for more information on the minimum and maximum limits, visit online help. If you choose to not edit the retention period on your trackers,… Read more »

Feb 24, 2021

Join Us Today – Information on the Tracker Data Purge Starting March 1st

Join Us Today – Information on the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting a webinar this afternoon on Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During this webinar, we will review what data is being purged/deleted, configurations and updates for the… Read more »

Feb 22, 2021

Final Week to Adjust Tracker Retention and Secure a Data Warehouse for Archival

Final Week to Adjust Tracker Retention and Secure a Data Warehouse for Archival

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 19, 2021

Join Us to Learn about the Tracker Data Purge Starting March 1st

Join Us to Learn about the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting webinar sessions on Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During these sessions, we will review what data is being purged/deleted, configurations and updates for the process, and… Read more »

Feb 18, 2021

Join Us to Learn about the Tracker Data Purge Starting March 1st

Join Us to Learn about the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting two webinar sessions, Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During these sessions, we will review what data is being purged/deleted, configurations and updates for the process, and… Read more »

Feb 16, 2021

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 12, 2021

Asterisk Intelligence supports credit unions’ annual CDFI re-certifications

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, has recently completed several engagements to assist CDFI-certified credit unions with compiling data for annual re-certification. Credit unions who are certified as a Community Development Financial Institution (CDFI) can receive federal funding up to hundreds […]

Feb 12, 2021

Asterisk Intelligence announces new partnership with Deb Slavens and BlueOx Credit Union

Deb Slavens, VP of IT from BlueOx Credit Union, recently joined the ranks of the Asterisk Intelligence team with the intention of forming a CUSO that is focused on assisting credit unions with their data resources and how they can best use them. This partnership between Asterisk Intelligence, a division of CU*Answers, and BlueOx Credit […]

Feb 10, 2021

Time to Review Tracker Configurations; Tracker Purges Begin in March!

Time to Review Tracker Configurations; Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 5, 2021