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

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 30, 2020

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 22, 2020

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 17, 2020

Hit the Ground Running in 2020 with Analytics Booth!

Hit the Ground Running in 2020 with Analytics Booth!

Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection.  Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »

Jan 14, 2020

Hit the Ground Running in 2020 with Analytics Booth!

Hit the Ground Running in 2020 with Analytics Booth!

Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection.  Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »

Jan 2, 2020

Asterisk Intelligence concludes fourth data skills event of 2019

Asterisk Intelligence, a data analytics team at CU*Answers, successfully concluded hosting a data analytics educational event named Asterisk Intelligence Week. The 4-day event is open to users of CU*Answers’ CU*BASE® core processing software and was attended by 30 individuals from credit unions across the United States. All sessions were free and included a mixture of […]

Dec 23, 2019

Hit the Ground Running in 2020 with Analytics Booth!

Hit the Ground Running in 2020 with Analytics Booth!

Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection.  Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »

Nov 13, 2019

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team next month for several educational events.  On Monday, December 2nd, we will be hosting on-site training for Dashboards Up Close and Personal at our Grand Rapids headquarters.  Then, on Thursday, December 5th, we will be hosting a series of webinars on Analytics Booth strategies. Our Report Builder courses are already… Read more »

Nov 13, 2019

Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Jump into a Dashboard Dive: Portfolio Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tools #595 and #596, the Loan and Savings Portfolio Analysis Dashboards.  Reviewing balance changes and member participation in each of your configured share or loan products has never been easier!  Use these dashboards to review your portfolio positions… Read more »

Oct 28, 2019

Jump into a Dashboard Dive: Collections Dashboard

Jump into a Dashboard Dive: Collections Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #229, the Collections Summary Dashboard.  Accurate data is critical to managing your collections process.  Learn how to use this dashboard to generate insights into your delinquent loans, and how to leverage this information to improve your collections… Read more »

Oct 17, 2019