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

CU*Answers announces availability of lending scorecard

CU*Answers, the 100% credit-union owned, cooperative CUSO, has announced the availability of custom Lending Scorecard reports. Originally a part of an Asterisk Intelligence initiative intended to increase awareness of data resources, the Lending Scorecard report was designed to showcase data availability and actionable insights found within CU*BASE®, CU*Answers’ core product. However, due to overwhelming interest, […]

Mar 26, 2019

Data analysis product Analytics Booth receives dedicated release

West Michigan-based cooperative CUSO CU*Answers recently announced that elease 19.02 was fully dedicated to its Analytics Booth product offering. Currently, Analytics Booth tracks over 70 data points with both numbers and graphs for easy viewing, and that number continues to grow. Alert capabilities are also available to keep users in touch for the trends that […]

Mar 26, 2019

Jump into a Dashboard Dive: Where Your Members Borrow

Jump into a Dashboard Dive: Where Your Members Borrow

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #976, the Where Your Members Borrow dashboard.  Have you ever wondered who your top loan competitors were?  Or which other financial institutions your members do business with?  This dashboard reviews the active trade line details received during… Read more »

Mar 21, 2019

Asterisk Intelligence completes multiple post-conversion trainings on dashboard tools of CU*BASE®

Asterisk Intelligence, a data analytics team at CU*Answers, recently completed a successful round of tool and strategy training sessions with four recently converted credit unions to the CU*Answers core processing system, CU*BASE. The standard post-conversion training sessions focus on educating credit union staff on the robust dashboard toolset of CU*BASE. The sessions typically take place […]

Mar 18, 2019

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 »

Mar 12, 2019

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 »

Mar 7, 2019

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 5, 2019

Jump into a Dashboard Dive: Loan Productivity Analysis

Jump into a Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 1, 2019

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Coming to Analytics Booth Subscribers Monday, February 25 The Asterisk Intelligence Team is excited to present the first of many web-view dashboards, Power Lines, brand new accrual dashboards, and integration from CU*BASE to Analytics Booth. Check it out! View the Release Summary   Learn More About the Analytics Booth Release Join the Asterisk Intelligence Team for… Read more »

Feb 22, 2019