16.02W Introduction to Analytics Booth

Asterisk Intelligence

Summary

This course will introduce participants to the Analytics Booth software product, which keeps credit union stuff up to date on the latest data about their individual credit union. Participants will learn about core features and how to access them. Additionally, participants will learn how data is captured and how tables and graphs can be customized to meet their needs.

Audience

This course is designed for both new and long-time users of Analytics Booth.

Objectives

By the completion of this course, participants will be able to do the following as it relates to Analytics Booth:

  • List core features
  • Describe benefits
  • Explain limitations
  • Apply data filters
  • Format data
  • View budget groups and general ledger account data
  • Explain the source of the data
  • Export data

Topics

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

Course Offerings Schedule

Introduction to Analytics Booth