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

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 »

Apr 7, 2022

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Apr 5, 2022

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Apr 1, 2022

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out: Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 31, 2022

What are My Members’ Remote Banking Habits?

What are My Members’ Remote Banking Habits?

Deciding how to meet your members’ needs remotely can be tricky.  Without thorough analysis, you may end up utilizing risky and ineffective tactics.  Join Keegan Daniel, VP of Professional Services with Asterisk Intelligence and Kristian Daniel, VP of MTG, Sales & Business Development as they discuss how to turn data into actionable insights.  Your credit… Read more »

Mar 30, 2022

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 25, 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 »

Mar 24, 2022

Have You Taken Advantage of the New Scorecard Service Levels?

Have You Taken Advantage of the New Scorecard Service Levels?

Asterisk Intelligence’s most popular Scorecards just got even better! Scorecards offer enhanced insights into specific areas of operations, such as your credit card portfolio, call center activity, and loan portfolio – each affordably packaged into easily consumable formats and packed full of operational insights. You’ve asked, and we’ve listened!  By popular demand, we have built… Read more »

Mar 24, 2022