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

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!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 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 will focus… Read more »

Jul 7, 2022

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

At this year’s Leadership Conference, Asterisk Intelligence and AuditLink hosted a giveaway where one credit union would receive a FREE analysis of their Courtesy Pay Fee Program along with a free tune-up (a $2,000 value!) We are excited to announce the winner of this giveaway: Marisa Conforti from Partnership Financial Credit Union   Congratulations to… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jun 29, 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!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 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 will focus… Read more »

Jun 27, 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 »

Jun 23, 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!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 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 will focus… Read more »

Jun 23, 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!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 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 will focus… Read more »

Jun 20, 2022