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

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Join us for a webinar celebrating and exploring the brand-new solution – Data Warehouse.  A Data Warehouse for your credit union will expand your horizon for data analytics and will provide options for control over data retention schedules and storage of custom data within the core. Store an expanded data set on neighborhoods around your… Read more »

Apr 3, 2019

Order Your Lending Scorecard Today!

Order Your Lending Scorecard Today!

Enhance your periodic reporting packets with a Lending Scorecard, brought to you by the Asterisk Intelligence team!  Gain insights into portfolio balances, product participation, credit history, membership demographics, and more – all in a single report!  Reports can be produced using end-of-month data for monthly reporting, or produced mid-month using current membership data. Ready to… Read more »

Apr 2, 2019

Introducing the CU*BASE Data Warehouse

Introducing the CU*BASE Data Warehouse

Asterisk Intelligence is very proud to introduce their new product – the Data Warehouse!  The Data Warehouse is the latest data management solution from Asterisk Intelligence and is designed to open up customizability and control of your data both in and out of CU*BASE.  Analytics can go next-level for your credit union as you are… Read more »

Apr 1, 2019

Jump into a Dashboard Dive: Where Your Members Shop

Jump into a Dashboard Dive: Where Your Members Shop

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #979, the Where Your Members Shop dashboard.  This feature reviews member transaction activity through 4 channels – Credit Cards, Debit Cards, ATM, and ACH transactions – providing insights into the merchants your members choose to do… Read more »

Mar 28, 2019

CU*Answers announces availability of lending scorecard

CU*Answers, the 100% credit-union owned, cooperative CUSO, has announced the availability of custom Lending Scorecard reports. Originally a part of an Asterisk Intelligence initiative intended to increase awareness of data resources, the Lending Scorecard report was designed to showcase data availability and actionable insights found within CU*BASE®, CU*Answers’ core product. However, due to overwhelming interest, […]

Mar 26, 2019

Data analysis product Analytics Booth receives dedicated release

West Michigan-based cooperative CUSO CU*Answers recently announced that elease 19.02 was fully dedicated to its Analytics Booth product offering. Currently, Analytics Booth tracks over 70 data points with both numbers and graphs for easy viewing, and that number continues to grow. Alert capabilities are also available to keep users in touch for the trends that […]

Mar 26, 2019

Jump into a Dashboard Dive: Where Your Members Borrow

Jump into a Dashboard Dive: Where Your Members Borrow

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #976, the Where Your Members Borrow dashboard.  Have you ever wondered who your top loan competitors were?  Or which other financial institutions your members do business with?  This dashboard reviews the active trade line details received during… Read more »

Mar 21, 2019

Asterisk Intelligence completes multiple post-conversion trainings on dashboard tools of CU*BASE®

Asterisk Intelligence, a data analytics team at CU*Answers, recently completed a successful round of tool and strategy training sessions with four recently converted credit unions to the CU*Answers core processing system, CU*BASE. The standard post-conversion training sessions focus on educating credit union staff on the robust dashboard toolset of CU*BASE. The sessions typically take place […]

Mar 18, 2019