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

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

Jump into a Dashboard Dive: Skip-a-Pay Dashboard

Jump into a 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 »

May 31, 2018

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #484, the Look-to-Book Ratio Analysis dashboard.  Analyze your loan application activity like never before!  Review loan applications by paper quality, including booked and denied ratios, as well as the ability to review performance by branch, dealer,… Read more »

May 29, 2018

Jump into a Dashboard Dive: Look-to-Book Ratio Analysis

Jump into a Dashboard Dive: Look-to-Book Ratio Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #484, the Look-to-Book Ratio Analysis dashboard.  Analyze your loan application activity like never before!  Review loan applications by paper quality, including booked and denied ratios, as well as the ability to review performance by branch, dealer,… Read more »

May 24, 2018

CU*Answers delivers communications for May SnapShot webinar sessions

CU*Answers, the 100% credit union-owned, data processing CUSO, began delivering communications for a new series of Asterisk Intelligence webinars on Wednesday, May 2nd. These emails focused on SnapShot, a new time slice Query option for CU*BASE® users. An early preview of SnapShot was presented to attendees of the February Data Boot Camp, and the product […]

May 23, 2018

Don’t Miss This Week’s Dashboard Dive: Learn from Peer Tools

Don’t Miss This Week’s Dashboard Dive: Learn from Peer Tools

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Learn from Peer Dashboards, tools #423-437 and #857.  Have you ever wondered how your fee or reward programs compare to other peers?  Are you considering starting a tiered services rewards program and would like to see… Read more »

May 22, 2018

The Time Machine is Open – SnapShot is Your CU*BASE Data from Yesterday

The Time Machine is Open – SnapShot is Your CU*BASE Data from Yesterday

SnapShot is a free resource for your credit union to use in research and custom reporting projects. It is a full copy of CU*BASE member and transaction processing data as of a specific point in time each day. Same data, different time slice. You can build reports and do analysis with a third time slice… Read more »

May 21, 2018