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

Custom Queries and 18.07 Database Changes

Custom Queries and 18.07 Database Changes

With each CU*BASE release, a small number of custom queries for each credit union could require updates in order work properly moving forward.  If you work with custom queries, we recommend you spend a little time reviewing the Database Changes documentation for the release as now is the time to perform a check-up to identify… Read more »

Jul 18, 2018

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team as they review database changes implemented with the most recent CU*BASE release.  Hear our take on new dashboards released and learn about the value they can add to your organization. Review database changes, impacts to your Ad Hoc reporting, as well as must-see… Read more »

Jul 17, 2018

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, September 10 -12!  These events are designed for credit union management, marketing staff, and database administrators. Two days of query training will help you to become an expert user of the CU*BASE Report Builder tool.  Learn how queries are created and the value… Read more »

Jul 13, 2018

Don’t Miss This Week’s Dashboard Dive: Transaction Count by Delivery Channel

Don’t Miss This Week’s Dashboard Dive: Transaction Count by Delivery Channel

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review Tool #867, the Transaction Count by Delivery Channel Dashboard.  If you have been looking for an easy way to analyze your transaction activity, you need to take a look at this dashboard! Review monthly transaction counts by origin… Read more »

Jul 9, 2018

Don’t Miss This Week’s Dashboard Dive: Teller Activity Analysis Dashboards

Don’t Miss This Week’s Dashboard Dive: Teller Activity Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Teller Activity Analysis Dashboards; tools 844, 845, and 846.  If you have been looking for a way to analyze teller activity, you need to take a look at these dashboards!  Review teller activity by the day… Read more »

Jul 3, 2018

Jump into a Dashboard Dive: Teller Activity Analysis Dashboards

Jump into a Dashboard Dive: Teller Activity Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Teller Activity Analysis Dashboards; tools 844, 845, and 846.  If you have been looking for a way to analyze teller activity, you need to take a look at these dashboards!  Review teller activity by the day… Read more »

Jun 29, 2018

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team as they review database changes implemented with the most recent CU*BASE release.  Hear our take on new dashboards released and learn about the value they can add to your organization. Review database changes, impacts to your Ad Hoc reporting, as well as must-see… Read more »

Jun 25, 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 »

Jun 19, 2018

Jump into a Dashboard Dive: New/Closed/All Memberships

Jump into a Dashboard Dive: New/Closed/All Memberships

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #553, the New/Closed/All Memberships Dashboard.  Whether you are tracking a membership drive campaign or analyzing member churn, you are going to love this dashboard!  Knowing how many members are joining or leaving the credit union is… Read more »

Jun 18, 2018

Don’t Miss This Week’s Dashboard Dive: Skip-a-Pay Dashboard

Don’t Miss This Week’s Dashboard Dive: Skip-a-Pay Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #817, the Skip-a-Pay History Dashboard.  Skip-a-Pay programs have grown in popularity for members and credit unions alike, offering financial flexibility to the member, and additional revenue to credit unions.  Learn how to use this dashboard to… Read more »

Jun 5, 2018