Use Tool #332 Database Search Assistant. This tool lets you enter part or all of a table (file) name, a column (field) name, or even a portion of a table or column description to help locate where data is stored in your member files.

During the initial rollout the Imaging Solutions team will be offering regular training webinars to explain what your staff will need to know, as well as show examples of the member experience. We’ll record some of these sessions and post them online for your team to review. We’re also working on a couple of demo videos that will show the software in action and give tips for new users. Visit http://www.cuanswers.com/products/imaging-solutions/ for the latest details.

The NSF Statistics Dashboard (Tool #557) will track this information for you automatically. It is separated into the NSF category and the Courtesy Pay Category. Credit unions are using this dashboard to help predict averages of NSF/Courtesy Pay fee income and also to track how many members may be using the service. You can click on any of the origins (listed in blue text) and you can drill further to members who had more than X transactions in a specific month. There are a lot of graphical oppor  More...

If you are a new client, the CU*BASE Conversion Team will provide you with a tentative schedule for the 3 weeks of virtual or online training. You may adjust this schedule as needed, assign trainers, and attendees. For existing clients, visit our web site at www.cuanswers.com , click Clients then Education to view all education opportunities, including online courses.

No. The way that normal CU*BASE features work is to use the CU*BASE Workstation Configuration settings to determine a default printer for certain functions, or you can choose a printer directly when printing most CU*BASE reports. But since IBM Query is not a CU*BASE program but rather a generic program offered by IBM, it does not have any way of looking at CU*BASE configs for the info it would need to direct the print job. Therefore a Query definition will go to your list of spooled files and  More...

This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

Beginning with the 17.10 CUBASE Release (October 22, 2017 for online clients), CU*Answers implemented the CUFMAINT table, which includes data from the CUFMNT table, as well as additional data not included in CUFMNT. CU*Answers recommends using the CUFMAINT table for all report building and query activity. If you currently have any Queries using the CUFMNT table, they will still work, as CUFMNT is now a View over the C UFMAINT table but without all of the additional information, so it will s  More...

To analyze Member Trackers, simply run a report in Tool #664 Print Member Trackers . When configuring Tracker Type ( Tool #277 Configure Tracker Types ) and Memo Type ( Tool #260 Configure Memo Type Codes for Trackers ), you created specific codes that track these types of records. Tool #664 allows you to generate a report based on multiple search criteria, including Tracker Type and Memo Type, as well as date range, and Employee ID. Additional options are available to analyze Sales Trackers via  More...

Generally, no. We do purge files you create via a Query (see the link below), but not the Query definitions themselves.

There is a file HBMASTER that you can query to find the membership applications you have received via online and mobile web banking. To work these applications, use Tool #13 Work Online Banking Apps/Requests .

Launch Tool #100 CU*BASE Report Builder (Query) Make sure the Location reads QUERYxx (where xx is your CUID) Click the Lookup button next to the Name input field Use the tab key to jump down to the list at the bottom of the screen, and use tab or page down to scroll to the first query you wish to print Tap the letter “P” or choose Print definition from the drop-down menu Repeat steps 4 5 for a small batch of Queries (to avoid an error message, choose no more than 8-10 at a time)   More...

The numbers will be different because two different files are used. One file is LAHSTAT, and the other file is AUDICC. AUDICC will give the true total of internet logons that the member has performed for the month. The other file LAHSTAT, will add all internet logons and will stop when our operations team begins our end of month processing, but members can still sign on to online banking during end-of-month processing and that is tracked in the AUDICC file.

For things like expanded balance and transaction $ amounts, Query will automatically adapt to larger amounts, and you generally won’t need to do anything. (The only exception is if you send the output to a vendor, they’ll need to be made aware of the larger amounts. Or perhaps if your report is completely full side to side and you need to remove a column in order for everything to still fit across a printed page.) As far as dates, if a date was formerly 3 separate fields for year  More...

Since the list of valid values changes periodically, we suggest you use the Database Search Assistant to look up the most current set of values in this field: Launch Tool #332 Database Search Assistant Select Table and enter AUDICC in the search box and press Enter to search Click the View columns lookup button in front of the AUDICC table in the list Click the More information button in front of the CCLOGT column/field name

Whenever you add files to your Query definition or remove files from it, you also need to refresh the automation configuration, which is basically just a list of the files needed by the Query and must match the Query definition. See the link below for step-by-step instructions.

A quick way to clean house is to click the Lookup button next to “Name” on the initial Query screen (Tool #100) to display all of the definitions in your QUERYxx library. Use the drop down lists to choose Delete (the keyboard shortcut is “D”) on any that you no longer need. To avoid errors, we recommend you delete only small batches at a time.

Use the link below to read about this in CU*BASE GOLD online help.

With the File Expansion Project (FEP) in 2014 we introduced new formats for date fields in the account and transaction database tables. Referred to as the ISO date format, dates with this format can easily be used in search and selection criteria, as well as in calculations (such as the number of days between dates, etc.). In the past, a date field that didn't have any data entered into it was simply blank. But with the ISO date format, a null date, meaning no date has been recorded,  More...

Use Tool #654 “Print List of Custom Rpts/Inqs”

No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...

If you are looking in Tool #100 Report Builder (Query) then you are not actually seeing a table/file. What you see is actually a list of query definitions - the saved parameters used to create the table. A query definition and a table can sometimes be confused for each other if they have identical names. As an example, you might have a CDDIVS query definition which you run to create or refresh the CDDIVS table. The practice of giving a table the same name as its query definition is a common one  More...

Queries used in Query Scheduler cannot contain end-of-month files. If you are using output option Database file (3) be sure to set the Data in file option to Replace File (2) or for Queries that build on each other, use Add to Member (5). Make sure the Authority of your Queries is set to *ALL. Be sure to always run the Query first to generate a database file before using it in the Query Scheduler. If you update the Query that the scheduled Query is based on, return to the scheduled Query and u  More...

There is not currently a way to export a canned Query directly into an Excel file. If you want to export data from a canned Query, you'll need to create a similar custom Query via Tool #100 CU*BASE Report Builder (Query) . Once you have the Query built, then you can export the resulting database file. (See the related link below for instructions on downloading files.) Keep in mind that download authority is still required in order to export any data from the QUERYxx library.

You will find the Using CU*BASE Tools for Bank Secrecy Act Compliance on the On Demand website. See the link below.

CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CU*BASE credit union  More...