Asterisk Intelligence
Summary
This course will cover the following topics as they relate to Analytics Booth:
- Features and alerts
- Filters
- General ledger accounts
- Budget groups
- Expanding periods
- Table layouts and display settings
- Graphs
- Exporting data
Audience
This course is designed for credit union management and board members.
Objectives
By the completion of this course, participants will be able to:
- Describe opportunities available to board members through effective review and use of data
- Develop an action plan for coaching board members on how to effectively review data
- Educate credit union employees on how to organize data in a way than can easily be digested by board members
Topics
- Board packets and how they can be shaped by CU*BASE data
- CU*Answers data warehouse and how they can be accessed from any device
