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Whether you are new to CU*BASE or have been a client for years, you know the system has a robust and diverse collection of reports, from daily automated reports that get archived in CU*Spy to hundreds of on-demand reports available from just about every CU*BASE menu. It can be almost overwhelming at times, and even the veterans among us don't remember them all. |
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Which report will give you a list of members with available credit? |
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Summer is on the horizon, the economy shows signs of recovery, and you have money to lend. Even better, you have members already approved for credit who haven't taken advantage of it. Run this report, find out who those members are, then have your staff contact them. Which report is it? |
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When you find your G/L accounts out of balance, which report is a good place to begin the reconciliation process? |
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Reconciling member postings is a daily operation made easier when you can print this report. Use it to compare posted transactions to exceptions or adjustments.
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Where in CU*BASE will you find teller activity tracking? |
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This set of reports highlights your teller transactions during days and times you select. These reports help monitor activities, plan staffing levels and set goals based on statistics generated from these reports.
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Which report shows the transaction pattern you suspect is emerging from watching the daily Bank Secrecy Cash Report? |
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You may suspect structuring activity while reviewing the daily Bank Secrecy Cash Report in CU*Spy. The information on this report allows selection by account and date range. Which report is this?
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What is the ASAP of collaborative action? |
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While ASAP could imply As Soon As Possible, the concept has a more sustaining value than quick reaction to the market. ASAP is grounded in Knowing Your Members and how your credit union can fulfill what they need. The concept doesn't get any simpler than this. When you think ASAP what does it mean to your credit union?
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Keep Asking Questions! |
Have you found the answers yet? More importantly, have you prompted your team to see if they know the answers? If you're stuck, in two weeks we'll send a follow-up newsletter with a few hints. Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/ |
