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

Lender*VP has picked the 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

CU*BASE Daily Reports

Have you ever wondered what a report means or when it is generated? Look no further! The 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
August 15, 2023

The AB_22.06 Analytics Booth Release Arrives June 19th

The AB_22.06 Analytics Booth Release Arrives June 19th

The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19!  This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »

Jun 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jun 3, 2022

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Did you know?  The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union!  These query results will be provided as a database file in your QUERYxx CU*BASE library.  Training is also available upon request, so that you can run the query on your own in… Read more »

May 26, 2022

Meijer Credit Union gets started with a data warehouse

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, is excited to announce that Meijer Credit Union (Grand Rapids, MI) has recently partnered with them to establish a data warehouse. “Several data feeds are in the plan right away which is exciting to see”, says Annalyn Hawkes, Business Intelligence Analyst with Asterisk Intelligence. […]

May 26, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

May 23, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Give Every Table a Description

Today’s Quick Tip for Managing Your Data Warehouse: Give Every Table a Description

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: give it a description!  Every… Read more »

May 23, 2022

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

In order to become a more data-driven organization, you need a person or a team that ensures quality information can be used in a meaningful way throughout your entire business.  Meet the Analyst is your human resource for managing a range of data-driven functions, including overseeing data management, creating data strategies and improving data quality…. Read more »

May 20, 2022

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Courtesy Pay fee programs have been a topic of national attention in 2022, with several national banks deciding to adjust their fee schedules, prompting many more financial institutions to start scrutinizing their own practices. How many of your members are currently using these services?  What types of transactions are causing these fees?  What would happen… Read more »

May 17, 2022

Asterisk Intelligence facilitates ‘Management Dashboard’ training to credit union leadership teams

Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently announced the completion of their annual management dashboard training event offered to credit union leadership teams. “CU*BASE, our credit union core processing application, contains over 110 management dashboards,” said Thomas Hull, Business Intelligence Analyst with Asterisk Intelligence. “With each dashboard designed to provide […]

May 11, 2022

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

May 6, 2022