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

Don’t Miss This Week’s Dashboard Dive: Loan Write-Off/Charge-Off History

Don’t Miss This Week’s Dashboard Dive: Loan Write-Off/Charge-Off History

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review Tool #476, the Loan Write-Off/Charge-Off History Dashboard.  Do you have a firm handle on your historical loan losses?  Do you know how your 2018 year-to-date charged-off loans are trending versus 2017?  Analyzing your historical loan losses for insight… Read more »

May 8, 2018

Jump into a Dashboard Dive: Loan Write-Off/Charge-Off History

Jump into a Dashboard Dive: Loan Write-Off/Charge-Off History

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review Tool #476, the Loan Write-Off/Charge-Off History Dashboard.  Do you have a firm handle on your historical loan losses?  Do you know how your 2018 year-to-date charged-off loans are trending versus 2017?  Analyzing your historical loan losses for insight… Read more »

May 4, 2018

Introducing SnapShot: A New Time Slice to Query + Data Transfer Support!

Introducing SnapShot: A New Time Slice to Query + Data Transfer Support!

The time machine is open – SnapShot enables the ability to travel back into yesterday! Asterisk Intelligence is very proud to introduce this new time slice of your CU*BASE data is available to be queried for research and reporting. SnapShot is our name for a FILExxSS data library which contains a full copy of CU*BASE… Read more »

May 2, 2018

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Don’t Miss This Week’s Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Apr 24, 2018

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Jump into a Dashboard Dive: Tiered Services Monthly Comparison

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review tool #856, the Tiered Services Monthly Comparison Dashboard.  A tiered services rewards program is an excellent way to incentivize your members and encourage increased product and service participation.  Regardless of whether or not you currently offer a tiered… Read more »

Apr 20, 2018

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 »

Apr 17, 2018

The Analytics Booth Contests Are Underway!

The Analytics Booth Contests Are Underway!

The Asterisk Intelligence Team is excited to announce the launch of our new contests! Contests will run from April 15 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 (entry is automatic for clients who are… Read more »

Apr 16, 2018

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 »

Apr 13, 2018