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: New/Closed/All Accounts

Don’t Miss This Week’s Dashboard Dive: New/Closed/All Accounts

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #552, the New/Closed/All Accounts Dashboard.  Whether you are collecting monthly stats for a board report or analyzing your new and closed accounts, you are going to love this dashboard!  Knowing which products are getting opened or… Read more »

Aug 19, 2019

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

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

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #552, the New/Closed/All Accounts Dashboard.  Whether you are collecting monthly stats for a board report or analyzing your new and closed accounts, you are going to love this dashboard!  Knowing which products are getting opened or… Read more »

Aug 15, 2019

Check Out the Asterisk Intelligence University Courses for August!

Check Out the Asterisk Intelligence University Courses for August!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of August, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up!   Monday, August 12 9:00… Read more »

Jul 26, 2019

Jump into a Dashboard Dive: Transaction Count by Delivery Channel

Jump into a 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 25, 2019

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 22, 2019

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 »

Jul 18, 2019

Don’t Miss This Week’s Dashboard Dive: Relationship Analysis

Don’t Miss This Week’s Dashboard Dive: Relationship Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard.  Have you ever wondered how many members you have between the age of 18-25?  Or have you wanted to see a membership break down by age?  Learn how to use this dashboard… Read more »

Jul 15, 2019

Communicate Data Visually to Capture Your Audience’s Attention!

Communicate Data Visually to Capture Your Audience’s Attention!

Don’t forget –  Visual Analytics Tool (VAT) users now have the ability to copy a screenshot of certain data tables in CU*BASE!  These can be pasted into emails and documents, or shared and analyzed. Graphics and charts help your data to speak visually.  They also take time to build and refine.  This extraction method is… Read more »

Jul 12, 2019

Jump into a Dashboard Dive: Relationship Analysis

Jump into a Dashboard Dive: Relationship Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard.  Have you ever wondered how many members you have between the age of 18-25?  Or have you wanted to see a membership break down by age?  Learn how to use this dashboard… Read more »

Jul 11, 2019