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

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Don’t Miss This Week’s Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 14, 2019

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Jump into a Dashboard Dive: Cross Sales Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #320, the Cross Sales Analysis Dashboard.  Have you been considering incentivizing your staff for their successful cross sales?  Or looking for a way to run some ‘what if’ scenarios to estimate the costs of different incentive programs? … Read more »

Oct 10, 2019

Asterisk Intelligence publishes book of simple data projects for analysts

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently published a free book of their Data Fact projects executed in 2019. Data Fact projects are quick and simple data points researched from a credit union’s available data and delivered to them via email from Asterisk Intelligence (AI). The team selects a different […]

Sep 30, 2019

Asterisk Intelligence publishes book of simple data projects for analysts

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently published a free book of their Data Fact projects executed in 2019. Data Fact projects are quick and simple data points researched from a credit union’s available data and delivered to them via email from Asterisk Intelligence (AI). The team selects a different […]

Sep 30, 2019

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Sep 30, 2019

Asterisk Intelligence expands the audience for data strategies

Throughout 2019, Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, has worked diligently to expose operational data, insights, and data driven strategies to larger and more diverse audiences of credit union stakeholders. Recent analytical enhancements have integrated Analytics Booth operational Powerlines and Web Dashboards with key CU*BASE® features giving everyday users easy […]

Sep 26, 2019

Asterisk Intelligence expands the audience for data strategies

Throughout 2019, Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, has worked diligently to expose operational data, insights, and data driven strategies to larger and more diverse audiences of credit union stakeholders. Recent analytical enhancements have integrated Analytics Booth operational Powerlines and Web Dashboards with key CU*BASE® features giving everyday users easy […]

Sep 26, 2019

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Sep 26, 2019

Free Download from AI for the 20 Quick Data Fact Projects Book

Free Download from AI for the 20 Quick Data Fact Projects Book

Free Download: 20 Quick Data Facts Book from Asterisk Intelligence Be surprised by data about your credit union!  See some information that raises more questions that you want to research and learn!  Discover (or re-discover) a data set you didn’t know you had at the click of a button! There are thousands of facts available… Read more »

Sep 26, 2019