Analytics Booth is a web-based software product that lets credit union analyze trends and receive online updates about what's happening in your credit union right now. The data begins being stored once you sign up for this product. Analytics Booth is currently tracking 54 data points across Balance, Member and Transaction data categories. You can sign up for emails to be delivered to you (your staff or board) on a daily basis. You can sign up for Alerts when specific data points chang  More...

Yes. Once you sign up we will need to take care of a few additional setup steps to arrange for data from your System i to be available, but we do have self processing CUs that are using the service now.

To enroll for your credit union's data to be stored for Analytics Booth please visit https://store.cuanswers.com/product/analytics-booth/ and add the product to your cart. On this page you will also find a Getting Started Guide, and you can watch the screencast and even sign up for webinars to learn more about this product.

Each address added to the list of recipients when creating a new alert will be sent an email with a confirmation key and a link to follow that will activate the alert. The alert needs to be activated before the receipient will begin to receive the custom alert.

After you sign up for the Analytics Booth product, you can then sign up to receive Alerts if you need to keep tabs on certain stats. You can customize an alert just for changes in that data point. Filter it by branch or see details for your whole credit union. Use Management by exception to keep tabs on when data is out of normal. You can even set Alerts to be sent to your staff, board members, or other interested parties like an auditor. Don't know what normal is? Get a daily digest   More...

As of the March 2015 release this information can be updated by the user, Client Services Education, or a credit union adminstrator. How to Edit your own account information: 1. Click the My Account link. 2. Edit the account information as necessary. 3. Click the Save Button. How to edit account information for a user as a credit union adminstrator: 1. Click the Member Management link. 2. Click the Manage Members menu item. 3. Select the member to edit. 4. Edit the member account infor  More...

Analytics Booth Trends provide a quick and easy way to view your credit union activity over time. Trending information can show how your credit union is performing. Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off. Trends can be viewed on over fifty key performance indicatiors including balance, member, and transaction data. The graphs displayed on the trends screen can be selected to  More...

CU*Answers process Analytics Booth contracts on Wednesdays. Depending on when your order form arrives, the next Wednesday we will make the request to begin your data harvesting. This gives us a week to add your credit union to our data collection routines and verify that data is being collected properly. When the next Wednesday comes, and we've verified Analytics Booth is receiving your data properly, your credentials will be emailed to you. You will be assigned a temporary password that  More...

With 7-day processing, alerts are sent seven days a week and dashboards have data points for every day of the week.

Tools for Tracking the Change Fund (Teller Vault Cash) Within the Trends section of Analytics Booth , there is a Powerline for Branch Cash Total. This Powerline is designed to provide credit unions with a daily total of all teller and vault cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of branch cash on hand at EOD is increasing or decreasing. The Vault GL Verification Dashboard (Tool #937) allows you to review the net change for   More...

CU*BASE has lots of ways to analyze the number of members in your database, but the question is more complicated than you might think at first glance! Check out the article published in CUSO Magazine (see link below) for a great outline of 5 different methods you might choose to use, all of which will give you a slightly different count. Following are some of our favorite CU*BASE tools for counting and analyzing members. Just remember that each of these tools has a different purpose. The me  More...

Tools for Tracking Branch Vault Balances Within the Trends section of Analytics Booth , there is a Powerline for Vault Cash Total. This Powerline is designed to provide credit unions with a daily total of vault cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of vault cash on hand at EOD is increasing or decreasing. The Branch Vault Control (Tool #35) will allow you to access each branch vault to identify the cash balances for any day th  More...

Tools for Tracking Teller Drawer Balances Within the Trends section of Analytics Booth , there is a Powerline for Teller Cash Total. This Powerline is designed to provide credit unions with a daily total of all teller cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of cash on hand at EOD is increasing or decreasing. The Teller Drawer Control/Inquiry (Tool #33) will allow you to access each teller drawer individually to verify cash/den  More...

The following are directions for adding new Analytics Booth users. Before you being, be sure you are assigned the Credit Union Admin role. This gives you the ability to add users. Login to Analytics Booth using your email address and password. Click User Admin in the top-left navigation bar. Click Add User . Enter the email address and name for the new user and select a “User Role.” Assign an initial password for the new user. Click Save Changes . Then you can issue a “Reset  More...

The Online Banking Optics data set isn’t available on the system during the times that we are doing a High Availability (HA) rollover, which are scheduled tests of switching all of CU*BASE to run off our second set of servers. Check the CU*Answers website and announcements for date of scheduled HA rollovers, and their respective roll-backs. In the meantime, when a rollover is active we suggest using Analytics Booth to view all the Online Banking Optics summary data up to the date the rollo  More...