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

Lender*VP has picked the 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

CU*BASE Daily Reports

Have you ever wondered what a report means or when it is generated? Look no further! The 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
August 15, 2023

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 17, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 15, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 11, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 9, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 4, 2022

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Did you know?  The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union!  These query results will be provided as a database file in your QUERYxx CU*BASE library.  Training is also available upon request, so that you can run the query on your own in… Read more »

Jul 26, 2022

BlueOx Credit Union announced as the winner of Asterisk Intelligence’s quarterly Data Fact contest

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, is excited to announce BlueOx Credit Union as the winner of their quarterly Data Fact email contest. “Data Facts are email communications our analysts send to credit union executives designed to raise awareness of data driven tools, resources, tactics, and strategies available within CU*BASE […]

Jul 22, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 20, 2022

It’s Prime Time to Study Your Digital Branch

Online Banking Optics is your “click-tracking” data for It’s Me 247, recording the digital habits and preferences of members as they engage with online banking.  Which members viewed your rate boards?  Do local members use online banking differently than out-of-state members?  How do my business accounts use online banking today?  Which members are using the… Read more »

Jul 14, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Cut Down On the Clutter

Today’s Quick Tip for Managing Your Data Warehouse: Cut Down On the Clutter

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: cut the clutter with a… Read more »

Jul 14, 2022