My Favorite Reports Brochures

My Favorite Reports Brochures Series

These helpful brochures cover over 60 CU*BASE and CU*SPY reports! They have been selected by experts in each area and give you the scoop on the reports they recommend most. Check out reports in your area or check them all out!

CEO: What does our CEO Randy Karnes have to say about CU*BASE CEO reports? Check out the My Favorite CEO Reports brochure for his favorites with tips on how he recommends you put them into practice!
Marketing: Randy Karnes, CEO, has some tips for your marketing team. Review the My Favorite Marketing Reports brochure for his favorite marketing reports and with his practical recommendations on how he suggests you use them!
Lending: Geoff Johnson, Your CMS Lending Expert, has put together an excellent resource for your lending department. Check out his selections of CU*BASE reports in the My Favorite Lending Reports brochure to ramp up your lending machine!
Collections: Geoff Johnson,Your CMS Lending Expert, is at work to help your collections team. The My Favorite Collections Reports brochure provides an excellent resource of CU*BASE Reports that your collections team definitely needs to check out!
Audit: Jim Vilker,Your CMS Auditing Expert, has put together some of his favorite CU*BASE audit reports in the My Favorite Audit Reports brochure. Use this resource to review report resources in CU*BASE and CU*SPY to help you stay in compliance!
Accounting: Diane Kilgore, Xtend SRS Team Leader at Xtend SRS Bookkeeping, recommends several CU*BASE accounting reports to increase your credit union business. Check out the My Favorite Accounting Reports brochure for her tips on using these reports!
Teller: Barb Cooper, Your CMS Teller Expert, has collected several CU*BASE and CU*SPY teller reports to help you analyze your teller line activity and increase your business. The My Favorite Teller Reports brochure is definitely a resource you should not miss!
Member Service: Barb Cooper, Your CMS Teller Expert, has picked several CU*BASE your member service department should definitely look at. Check out the My Favorite Member Service Reports brochure for her recommendations for reports for this department!
CU*BASE Daily Reports: Have 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.

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