Marketing / Sales
Summary
CBX Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CBX member data. But the foundation to understanding how to use the tool, is to first begin to understand your data – the database. You will learn about finding, accessing, searching, evaluating, and determining the best source(s) of data for your custom reports, or analytical projects. Simple query use to view and navigate data tables (files) will be covered.
This class will establish a foundation of knowledge to understand and identify data structure and storage concepts. Useful beyond query, the concepts in this class are used in many CBX products, from teller auditing to cash management, to general member inquires, and understanding of the various standard reports and dashboards in the system.
Audience
This class is designed for line supervisors, marketers, and compliance personnel.
The concepts covered in this class are used in many CU*BASE products, from teller auditing to cash management to general member inquiries. It is important that the credit unions own internal trainers understand the basic concepts in this course so that they can help credit union employees as they use CU*BASE every day.
